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Building 2DEWITT CAPITAL MANAGEMENT

Map pinCOLLEGEVILLE, PA
Phone610-975-4435
NotebookSEC #801-100430
Total AUM
$78.8M
Employees
4
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 GERMANTOWN PIKE
SUITE 203
COLLEGEVILLE
PA 19426
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
610-975-4435
Other Offices
1

ReceiptFinancials

Total AUM
$78.8M
Accounts
185
Discretionary
$69.1M
Accounts
169
Non-Discretionary
$9.7M
Accounts
16

ContactClients

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Individual Clients
66
AUM
$8.7M
HNW Individual Clients
25
AUM
$66.5M
Investment Advisor Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISOR ACTIVITIES, CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZLAMINJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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