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DEWITT AND DUNN FINANCIAL SERVICES, LLC
DeWitt and Dunn Financial Services, LLC is an SEC-registered investment adviser in Addison, TX. The firm manages approximately $36 million in regulatory...
DEWITT AND DUNN FINANCIAL SERVICES, LLC
DeWitt and Dunn Financial Services, LLC is an SEC-registered investment adviser in Addison, TX. The firm manages approximately $36 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RI
Frequently asked questions
What is the primary business of DEWITT AND DUNN FINANCIAL SERVICES, LLC?
The firm is registered as a limited liability company in the United States. Based on its name and corporate designation, it likely offers financial advisory, wealth management, or investment services, but no specific business description has been confirmed from public sources.
Who are the principals or owners of the firm?
No named principals, owners, or executives are publicly listed for DEWITT AND DUNN FINANCIAL SERVICES, LLC in available records. This may be due to the firm being a small, privately held entity without a public web presence.
Is DEWITT AND DUNN FINANCIAL SERVICES, LLC a family office?
The firm's registration as an LLC does not confirm family office status. It could operate as an RIA, a single-family office, or a general financial advisory practice, but there is no public evidence to classify it definitively.
Does the firm publicly disclose assets under management?
No AUM figures have been reported in any accessible public filings, press releases, or media coverage. The firm's investment scale is undisclosed.
What investment sectors or strategies does the firm target?
No sector preferences, asset classes, or investment strategies have been publicly attributed to DEWITT AND DUNN FINANCIAL SERVICES, LLC. Without disclosed portfolio companies or strategy documents, its investment focus cannot be determined.
Has the firm been involved in any recent transactions or news?
No transactions, fund launches, personnel changes, or other operational events have been reported for DEWITT AND DUNN FINANCIAL SERVICES, LLC in the past 24 months in public databases or press.
How can I verify the regulatory status of this firm?
Interested parties may check SEC or state securities regulator databases for any registration filings. The firm is not a known SEC-registered investment adviser based on public records, but state-level registration may exist.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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