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Ditzler Hugh Wickham Jr (Oakland)


Ditzler Hugh Wickham Jr is an adviser based in Oakland. It manages $45.1 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Ditzler Hugh Wickham Jr provides portfolio management for individuals and small businesses 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.

Ditzler Hugh Wickham Jr: assets under management

The assets under management (AUM) of Ditzler Hugh Wickham Jr is $45.1 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.6 million in discretionary accounts and $16.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ditzler Hugh Wickham Jr for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oakland

The principal office where Ditzler Hugh Wickham Jr performs its advisory services is located at 16 Treasure Hill, Oakland, CA 94618 2331 The mailing address of the firm is 6114 Lasalle Ave Pmb 443, Oakland, CA 94611 2802. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-847-6476 or by fax NONE. The normal business hours are 9am to 4pm on Monday - Friday.


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