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David Alexander Witkin

BERYL CAPITAL MANAGEMENT, LLC·REDONDO BEACH, California
Unclaimed Profile
225 AVENUE I, REDONDO BEACH, CA 90277CRD# 4443572Firm CRD# 269959
01

About

David Alexander Witkin is a registered financial advisor based in REDONDO BEACH, California, affiliated with BERYL CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BERYL CAPITAL MANAGEMENT, LLC
BERYL CAPITAL MANAGEMENT, LLC
AUM
$577M
Regulatory assets under management
Employees
4
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4443572
Firm CRD# 269959
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Alexander Witkin offer?
David Alexander Witkin specializes in Retirement Planning. Contact their office in REDONDO BEACH, California for a consultation.
What are David Alexander Witkin's credentials?
David Alexander Witkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alexander Witkin located?
David Alexander Witkin is based in REDONDO BEACH, California, working with BERYL CAPITAL MANAGEMENT, LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.
How does David Alexander Witkin charge for services?
David Alexander Witkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERYL CAPITAL MANAGEMENT, LLC?
BERYL CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $577M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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