← Back to searchVisit website
DEWITT CAPITAL MANAGEMENT
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232 · SEC 801-133885
3801 GERMANTOWN PIKE, SUITE 203, COLLEGEVILLE, PA, 19426, United States
Phone
610-910-9110
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.2M
Discretionary AUM
$101.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; SUB-ADVISORY FEES
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersSUB-ADVISOR ACTIVITIES, CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $14.2M |
| High net worth individuals | 23 | $109.0M |
States served
AZ, LA, MI, NJ, PA, TX
All web addresses on file
Official SEC filing: View on IAPD