WHITTIER ADVISORS, LLC
CRD #318024 SEC #801-126237 NEWPORT BEACH, CA 949-341-4250
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
7
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $0 | 7 | 0 |
| Mar 2024 | $862.1M | $862.1M | $0 | 7 | 0 |
| May 2023 | $368.3M | $368.3M | $0 | 6 | 0 |
| Mar 2023 | $288.6M | $288.6M | $0 | 6 | 0 |
| Dec 2022 | $43.1M | $43.1M | $0 | 6 | 0 |
| Nov 2022 | $43.1M | $43.1M | $0 | 6 | 0 |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$862.1M
Discretionary$862.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$368.3M
Discretionary$368.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees6
Clients0