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David Louis Witherbee

DAVID WITHERBEE & ASSOCIATES, INC.·CONCORD, Massachusetts
Clean recordDAVID WITHERBEE & ASSOCIATES, INC.
100 MAIN STREET, SUITE 330, CONCORD, MA 01742CRD# 860604Firm CRD# 109294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Louis Witherbee · CONCORD, MA
Registration
CRD #860604 · DAVID WITHERBEE & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Louis Witherbee is a registered financial advisor based in CONCORD, Massachusetts, affiliated with DAVID WITHERBEE & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DAVID WITHERBEE & ASSOCIATES, INC.
DAVID WITHERBEE & ASSOCIATES, INC.
AUM
$135M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DAVID WITHERBEE & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 860604
Firm CRD# 109294
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Louis Witherbee offer?
David Louis Witherbee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are David Louis Witherbee's credentials?
David Louis Witherbee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Louis Witherbee located?
David Louis Witherbee is based in CONCORD, Massachusetts, working with DAVID WITHERBEE & ASSOCIATES, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does David Louis Witherbee charge for services?
David Louis Witherbee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID WITHERBEE & ASSOCIATES, INC.?
DAVID WITHERBEE & ASSOCIATES, INC. has approximately 3 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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