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David Treat Dewitt

DEWITT INVESTMENT RESEARCH & MANAGEMENT INC·COLLEGEVILLE, Pennsylvania
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3801 GERMANTOWN PIKE, COLLEGEVILLE, PA 19426CRD# 1055072Firm CRD# 108232
01

About

David Treat Dewitt is a registered financial advisor based in COLLEGEVILLE, Pennsylvania, affiliated with DEWITT INVESTMENT RESEARCH & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
DEWITT CAPITAL MANAGEMENT
AUM
$79M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DEWITT INVESTMENT RESEARCH & MANAGEMENT INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: SUB-ADVISORY FEES
Regulatory
SEC/IARD CRD# 1055072
Firm CRD# 108232
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in COLLEGEVILLE
Christine Mary Messmer — CHRISTINE MESSMER, P.C.Jeremy Clayton Brenn — SENSENIG CAPITAL ADVISORS, INC.Carl Benjamin Sensenig — SENSENIG CAPITAL ADVISORS, INC.Kevin Michael Hartnett — SENSENIG CAPITAL ADVISORS, INC.
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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