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).
-
Total Assets Under Management1,518MILLION
-
Total Number of Accounts1,773ACCOUNTS
-
Average Account Value$856,165
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
DE, FL, MD, PA
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.
Ryan Omensetter (CRD# 7064659) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 5 years of experience in the finance industry.
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.
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.
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.