DT INVESTMENT PARTNERS, LLC

CHADDS FORD, Pennsylvania·6 registered advisors·CRD# 157646

SEC# 801-7232504847784425

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DT INVESTMENT PARTNERS, LLC

6 registered advisors

Andrew Christopher Zimmerman

CHADDS FORD, Pennsylvania

Daniel Neumann Mullen

CHADDS FORD, Pennsylvania

John Leroy Blair

CHADDS FORD, Pennsylvania

Jonathan Darrell Smith

CHADDS FORD, Pennsylvania

Margaret Cecelia Ritter

WILMINGTON, Delaware

Stacey Ann Scheb

CHADDS FORD, Pennsylvania

05

Office Locations

CHADDS FORD, Pennsylvania

WILMINGTON, Delaware

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Data sourced from SEC Form ADV filings. DT INVESTMENT PARTNERS, LLC (CRD# 157646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.