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DT INVESTMENT PARTNERS, LLC
CRD 157646 · SEC 801-72325
BRANDYWINE FIVE, 1 DICKINSON DRIVE, SUITE 103, CHADDS FORD, PA, 19317-9665, United States
Phone
484-778-4425
Fax
484-775-2024
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.91B
Discretionary AUM
$1.82B
Team
8 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ASSET ALLOCATION REPORTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 981 | $298.2M |
| High net worth individuals | 315 | $1.40B |
| Charitable organizations | 12 | $40.5M |
| Corporations/business entities | 8 | $10.2M |
States served
CA, DE, LA, ME, MD, NJ, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD