Dt Investment Partners, LLC

Dt Investment Partners, LLC (CRD# 157646) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $1,517,980,582 in 1,773 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,518
    MILLION
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $856,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA

Financial Advisors at Dt Investment Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John L. Blair
CRD#: 3109469
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317

John Blair (CRD# 3109469) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 25 years of experience in the finance industry.

2
Ryan R. Omensetter
CRD#: 7064659
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317

Ryan Omensetter (CRD# 7064659) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 4 years of experience in the finance industry.

3
Jonathan D. Smith
CRD#: 2655073
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317

Jonathan Smith (CRD# 2655073) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 28 years of experience in the finance industry.

4
Andrew C. Zimmerman
CRD#: 5117248
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317

Andrew Zimmerman (CRD# 5117248) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has 1 year of experience in the finance industry.

5
Laurie K. Bodisch
CRD#: 1562912
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317

Laurie Bodisch (CRD# 1562912) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 35 years of experience in the finance industry.

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