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Whitman M J Advisers Inc (New York)


Whitman M J Advisers Inc is a large advisory firm based in New York. It manages $605.3 million of regulatory assets for 1,511 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Whitman M J Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitman M J Advisers: assets under management

The assets under management (AUM) of Whitman M J Advisers Inc is $605.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $605.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.59 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Whitman M J Advisers Inc 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.

Based in New York

The principal office where Whitman M J Advisers Inc performs its advisory services is located at 767 3 Rd Ave 5 Th Floor, New York, NY 10017 2023, which is also the mailing address of the firm. An additional office of the firm is in Beverly Hills, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-888-8044 or by fax 212-888-6704. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at http:www.mjwhitman.com.


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