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Dennis Michael Davitt

MILLBANK DARTMOOR PORTSMOUTH LLC·ASHEVILLE, North Carolina
Unclaimed Profile
22 SOUTH PACK SQUARE, ASHEVILLE, NC 28801CRD# 4370382Firm CRD# 311046
01

About

Dennis Michael Davitt is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with MILLBANK DARTMOOR PORTSMOUTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
MILLBANK DARTMOOR PORTSMOUTH LLC
MILLBANK DARTMOOR PORTSMOUTH LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILLBANK DARTMOOR PORTSMOUTH LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4370382
Firm CRD# 311046
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Michael Davitt offer?
Dennis Michael Davitt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Dennis Michael Davitt's credentials?
Dennis Michael Davitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Michael Davitt located?
Dennis Michael Davitt is based in ASHEVILLE, North Carolina, working with MILLBANK DARTMOOR PORTSMOUTH LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Dennis Michael Davitt charge for services?
Dennis Michael Davitt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLBANK DARTMOOR PORTSMOUTH LLC?
MILLBANK DARTMOOR PORTSMOUTH LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ASHEVILLE
Jeffrey Alan Gould — ALTAMONT CAPITAL MANAGEMENT, LLC.Albert Sullivan Davis — DAVIS FINANCIAL PLANNING, LLCFrederick Franklin Kramer — DIXON HUGHES GOODMAN WEALTH ADVISORS LLCStanley Howland Cocke — BOYS, ARNOLD & COMPANY, INC.Tracy Boyer Clark — PARSEC FINANCIAL MANAGEMENT INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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