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David Allen Dechman

SUMMIT ROCK ADVISORS, LP·NEW YORK, New York
Clean recordSUMMIT ROCK ADVISORS, LP
9 WEST 57TH STREET, NEW YORK, NY 10019CRD# 1764793Firm CRD# 144059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allen Dechman · NEW YORK, NY
Registration
CRD #1764793 · SUMMIT ROCK ADVISORS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Allen Dechman is a registered financial advisor based in NEW YORK, New York, affiliated with SUMMIT ROCK ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT ROCK ADVISORS, LP
SUMMIT ROCK ADVISORS, LP
AUM
$21.5B
Regulatory assets under management
Employees
84
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: BASED ON A CLIENT'S ASSETS UNDER SUPERVISION
Regulatory
SEC/IARD CRD# 1764793
Firm CRD# 144059
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05

Frequently Asked Questions

What services does David Allen Dechman offer?
David Allen Dechman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are David Allen Dechman's credentials?
David Allen Dechman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Dechman located?
David Allen Dechman is based in NEW YORK, New York, working with SUMMIT ROCK ADVISORS, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Allen Dechman charge for services?
David Allen Dechman's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: based on a client's assets under supervision. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT ROCK ADVISORS, LP?
SUMMIT ROCK ADVISORS, LP has approximately 84 employees and manages $21.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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