# DEWITT AND DUNN FINANCIAL SERVICES, LLC

DEWITT AND DUNN FINANCIAL SERVICES, LLC is a RI.

## Overview

- **Organization type:** RI
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/annuity-watch-usa

## Regulatory record

- **CRD number:** 304561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304561

## About

DeWitt and Dunn Financial Services, LLC is a state-registered investment adviser in Addison, TX. The firm manages approximately $36 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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