Witherspoon Asset Management LLC is an investment adviser to an investment company based in Princeton. It manages $19.47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Witherspoon Asset Management provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Witherspoon Asset Management LLC is $19.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Witherspoon Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Richard Morin has served as the Chief Investment Officer since 1 Aug 2012. Levitt Living Trust joined the executive team most recently as the Member.
The principal office where Witherspoon Asset Management LLC performs its advisory services is located at 15 Chambers Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-252-1200 or by fax 810-454-2547. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at witherspoonam.com.