Andrew
Wittich

Cambridge Investment Research Advisors, Inc

CRD#4913069
Investment Advisor
in Houston, TX

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About this Advisor

Andrew Wittich is a financial advisor who works in Houston, Texas who has 10 years of industry experience. Wittich currently works for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wittich has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Louisiana and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company based in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It manages $82 billion in assets under management among its 461,370 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial advice usually depend on the services. However, fee types billed by Cambridge Investment Research Advisors, Inc can consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1770 St James Place Ste 412
Houston, TX 77056

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

TX Average: $9,259,360,772
Total Number of Employees

3,352

TX Average: 166
Total Number of Accounts

461,370

TX Average: 7,189
Average Account Size

$178,659

TX Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Andrew Wittich Work History

Andrew has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cambridge Investment Research, Inc

2013 - Present (11 years)

Cambridge Investment Research Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Wittich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Andrew Wittich
Houston, TX
Richard Habel
Salt Lake City, UT
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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