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DAVID WITHERBEE & ASSOCIATES, INC.
DAVID WITHERBEE & ASSOCIATES, INC.
CONCORD, Massachusetts
·
1 registered advisor
·
CRD# 109294
SEC# 801-57530
978-371-2551
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DAVID WITHERBEE & ASSOCIATES, INC.
1 registered advisor
David Louis Witherbee
CONCORD, Massachusetts
CRD# 860604
05
Office Locations
CONCORD, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. DAVID WITHERBEE & ASSOCIATES, INC. (CRD# 109294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.