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David Treat Dewitt

DEWITT INVESTMENT RESEARCH & MANAGEMENT INC·COLLEGEVILLE, Pennsylvania
Series 3, Series 5, Series 7, Series 8, Series 15, Series 63Clean record29 years registeredDEWITT INVESTMENT RESEARCH & MANAGEMENT INC
3801 GERMANTOWN PIKE, COLLEGEVILLE, PA 19426CRD# 1055072Firm CRD# 108232

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Treat Dewitt · COLLEGEVILLE, PA
Registration
CRD #1055072 · DEWITT INVESTMENT RESEARCH & MANAGEMENT INC · 29 years registered
Brand Profile
Not yet started
01

Career History

DEWITT CAPITAL MANAGEMENT
Jan 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 5
Series 7
Series 8
Series 15
Series 63
Registration record
First registered · January 27, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232 · SEC 801-100430
AUM
$79M
Regulatory assets under management
Employees
4
185 client accounts
Services offered by DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DEWITT INVESTMENT RESEARCH & MANAGEMENT INC →
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Frequently Asked Questions

What services does David Treat Dewitt offer?
David Treat Dewitt specializes in Investment Management. Contact their office in COLLEGEVILLE, Pennsylvania for a consultation.
What are David Treat Dewitt's credentials?
David Treat Dewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Treat Dewitt located?
David Treat Dewitt is based in COLLEGEVILLE, Pennsylvania, working with DEWITT INVESTMENT RESEARCH & MANAGEMENT INC. Their office serves clients in the COLLEGEVILLE metropolitan area and surrounding communities.
How does David Treat Dewitt charge for services?
David Treat Dewitt's firm is compensated through percentage of aum, subscription fees, other: sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEWITT INVESTMENT RESEARCH & MANAGEMENT INC?
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC has approximately 4 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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