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Daniel Neumann Mullen

DT INVESTMENT PARTNERS, LLC·CHADDS FORD, Pennsylvania
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BRANDYWINE FIVE, CHADDS FORD, PA 19317-9665CRD# 2708266Firm CRD# 157646
01

About

Daniel Neumann Mullen is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with DT INVESTMENT PARTNERS, LLC. 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
03

Firm Overview

Firm
DT INVESTMENT PARTNERS, LLC
DT INVESTMENT PARTNERS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DT INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2708266
Firm CRD# 157646
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Neumann Mullen offer?
Daniel Neumann Mullen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are Daniel Neumann Mullen's credentials?
Daniel Neumann Mullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Neumann Mullen located?
Daniel Neumann Mullen is based in CHADDS FORD, Pennsylvania, working with DT INVESTMENT PARTNERS, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does Daniel Neumann Mullen charge for services?
Daniel Neumann Mullen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DT INVESTMENT PARTNERS, LLC?
DT INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHADDS FORD
Kevin Charles Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCBarbara Mckeon Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCWilliam Henry Kantner — CHARTERED ADVISORY GROUP, INC.Andrew Christopher Zimmerman — DT INVESTMENT PARTNERS, LLCJohn Joseph Brett — RED GATE ADVISERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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