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N D Bittner & Co. Inc. (St Helena Island)


N D Bittner & Co. Inc. is a large advisory firm based in St Helena Island. It manages $25 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Jersey and South Carolina.




N D Bittner & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

N D Bittner &: assets under management

The assets under management (AUM) of N D Bittner & Co. Inc. is $25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay N D Bittner & Co. 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 St Helena Island

The principal office where N D Bittner & Co. Inc. performs its advisory services is located at 729 Island Circle East, St Helena Island, SC 29920, 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 843-838-1313. The normal business hours are 9-5 on Monday - Friday.


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