Dt Investments I LLC
Dt Investments I LLC (CRD# 168117) is a financial advisory firm headquartered in , . They manage $31,800,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Dt Investments I LLC
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$1,177,778
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL
Financial Advisors at Dt Investments I LLC
1
Durraj Tase (CRD# 4383850) is an Investment Advisor Representative working at Dt Investments I LLC in Lakewood Ranch, FL and has over 22 years of experience in the finance industry.
2
Judith Webster (CRD# 708802) is an Investment Advisor Representative working at Dt Investments I LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
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