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Dewitt Investment Research & Management Inc

● SEC registered since 2025CRD 108232SEC# 801-133885Collegeville, PA
Export (members)
Reg. AUM
$110.9M
Employees
4
Accounts
186
Location
Collegeville, PA

Dewitt Investment Research & Management Inc assets under management

Dewitt Investment Research & Management Inc is an SEC-registered investment adviser based in Collegeville, PA. The firm has been registered since 2025. It reports $110.9 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/dewitt-capital-managementView on SEC.gov ↗

Dewitt Investment Research & Management Inc owners & executives

1 reported
NameTitleOwnershipSince
David Treat Dewitt ControlPresident, Secretary, Treasurer, Director/Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Dewitt Investment Research & Management Inc manage?

Dewitt Investment Research & Management Inc reports $110.9 million in regulatory assets under management on its Form ADV.

How many employees does Dewitt Investment Research & Management Inc have?

Dewitt Investment Research & Management Inc reports 4 employees.

Where is Dewitt Investment Research & Management Inc located?

Dewitt Investment Research & Management Inc is based in Collegeville, PA and has been SEC-registered since 2025.

Does Dewitt Investment Research & Management Inc disclose fund performance?

Dewitt Investment Research & Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3801 Germantown Pike, Suite 203, Collegeville, PA 19426
Phone610-910-9110
Office hours8:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.2M
Non-discretionary$9.8M
Total (RAUM)$110.9M