firm profile
Whittier Advisors, LLC
Overview
Whittier Advisors, LLC is an SEC registered investment adviser based in Newport Beach, CA, registered since 2022. It reports $1.9B in assets under management across 30 accounts, with 7 employees. It has 7 investment adviser representatives.
- Reported AUM
- $1.9B
- Discretionary
- 100%
- Accounts
- 30
- Average account
- $63.1M
- Employees
- 7
- Advisory reps
- 7
- Registered since
- 2022
- Jurisdictions
- 2
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 6
- David Dahl Chief Executive Officer CRD 7559245
- Heather Nicole Slate Chief Compliance Officer CRD 2698629
- Liam James McGuinness Chief Financial Officer CRD 7714832
3 more executive officers, with direct contact details
Advisory reps 3 of 7
- Matthew Scott Albrecht Registered Rep · Investment Adviser Rep CRD 7795162
- Natalie Rose Anselmo Investment Adviser Rep CRD 8267329
- Christopher Bouffier Registered Rep · Investment Adviser Rep CRD 7614960
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4695 MacArthur Ct Ste 1500
Newport Beach, CA 92660 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: whittieradvisors.com
Every state, with registration dates
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