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Building 2DT INVESTMENT PARTNERS, LLC

Map pinCHADDS FORD, PA
Phone484-778-4425
NotebookSEC #801-72325
Total AUM
$1.9B
Employees
8
Clients
1,318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BRANDYWINE FIVE
1 DICKINSON DRIVE, SUITE 103
CHADDS FORD
PA 19317-9665
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
484-778-4425

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,695
Discretionary
$1.8B
Accounts
1,620
Non-Discretionary
$94.2M
Accounts
75

ContactClients

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Individual Clients
981
AUM
$298.2M
HNW Individual Clients
315
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$149.8M
Charitable Organization Clients
12
AUM
$40.5M
Government Entity Clients
1
AUM
$16.5M
Corporation or Business Clients
8
AUM
$10.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION REPORTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLLAMDMENCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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