DT INVESTMENT PARTNERS, LLC - Financial Advisor in Pennsylvania, Chadds Ford

Tel: 4847784425 Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford, Pennsylvania 19317-9665

About DT INVESTMENT PARTNERS, LLC

DT INVESTMENT PARTNERS, LLC is a Chadds Ford, Pennsylvania based financial advisory firm with nearly $1,517,980,582 in assets under management and provides investment advisory services for 1773 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

157646

Firm SEC#:

801-72325

Assets Under Management:

$1,517,980,582

No. of Clients:

1773

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ASSET ALLOCATION REPORTING SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Chadds Ford

FirmCRD#:304159

SEC#:801-116802

No. of Advisors:2

No. of Clients:165

AUM:$1,100,639,543

FirmCRD#:106261

SEC#:801-53667

No. of Advisors:12

No. of Clients:944

AUM:$613,003,476

FirmCRD#:289811

SEC#:801-120755

No. of Advisors:12

No. of Clients:16

AUM:$472,944,049

FirmCRD#:105033

SEC#:801-36476

No. of Advisors:10

No. of Clients:18

AUM:$356,510,432

FirmCRD#:277156

SEC#:801-112817

No. of Advisors:1

No. of Clients:8

AUM:$240,313,023

FirmCRD#:116517

SEC#:801-72496

No. of Advisors:6

No. of Clients:723

AUM:$119,429,575

FirmCRD#:321156

SEC#:801-126423

No. of Advisors:2

No. of Clients:4

AUM:$76,958,821

FirmCRD#:166144

SEC#:801-77437

No. of Advisors:1

No. of Clients:135

AUM:$51,954,664

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CHADDS FORD WEALTH PARTNERS, LLC

304159

801-116802

165

$1,100,639,543

SMITHBRIDGE ASSET MANAGEMENT, INC.

106261

801-53667

944

$613,003,476

OWLS NEST PARTNERS

289811

801-120755

$472,944,049

GARDNER LEWIS ASSET MANAGEMENT LP

105033

801-36476

$356,510,432

PF ADVISORS

277156

801-112817

$240,313,023

CHARTERED ADVISORY GROUP

116517

801-72496

723

$119,429,575

DARK HORSE CAPITAL MANAGEMENT LLC

321156

801-126423

$76,958,821

QUINN WEALTH ADVISORS

166144

801-77437

135

$51,954,664

Explore More Financial Advisor Firms in Chadds Ford, Pennsylvania >>