Md Witter Investments, LLC is a mid-sized advisory firm based in New York. It manages $96.46 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.
Md Witter Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Md Witter Investments, LLC is $96.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 266% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Md Witter Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Te Tsu has been acting as President since 1 Aug 2008. Richard Allen Reed joined the executive team most recently as the Chief Compliance Officer.
The principal office where Md Witter Investments, LLC performs its advisory services is located at 370 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-753-7878 or by fax 212-486-7697. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.