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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
- LEI
- 2549000KAHD94LTA1Q69
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAHL, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCCARTHY, TIMOTHY, KELLEY | I | BOARD MEMBER | NA | |
| MCGUINNESS, LIAM, JAMES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGUINNESS, LIAM, JAMES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGUINNESS, LIAM, JAMES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGUINNESS, LIAM, JAMES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| RENKEN, ROBERT | I | CHIEF LEGAL OFFICER | NA | |
| ROGERS, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SILSBY, J., CALEB | I | BOARD MEMBER | NA | |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
| WHITTIER HOLDINGS, INC. | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
CA NV
Address
4695 MACARTHUR COURTSUITE 1500
NEWPORT BEACH, CA 92660
United States
Phone: 949-341-4250