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Witkin Richard Glenn (Malibu)


Witkin Richard Glenn is a large advisory firm based in Malibu. It manages $34.22 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Witkin Richard Glenn provides security ratings or pricing services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Witkin Richard Glenn: assets under management

The assets under management (AUM) of Witkin Richard Glenn is $34.22 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Witkin Richard Glenn for their services and products based on a percentage of assets under management and commissions. 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 Malibu

The principal office where Witkin Richard Glenn performs its advisory services is located at 5872 Ramirez Canyon Rd, Malibu, CA 90265 The mailing address of the firm is 23852 Pch, Malibu, CA 90265. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-589-9113 or by fax 310-589-9114. The normal business hours are 9am-1pm on Monday - Friday.


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