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DEWITT AND DUNN FINANCIAL SERVICES, LLC
CRD 304561
15455 DALLAS PARKWAY, SUITE 240, ADDISON, TX, 75001, United States
Phone
972-473-4700
Fax
972-499-7990
Registration
— (—)
Source
State registered
Total AUM
$35.6M
Discretionary AUM
$35.6M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $14.3M |
| High net worth individuals | 46 | $21.3M |
All web addresses on file
- https://www.facebook.com/dewittanddunn/
- https://twitter.com/Dewittanddunn/
- https://www.youtube.com/user/AnnuityWatchUSA/videos
- https://www.facebook.com/AnnuityWatchUSA/
- https://twitter.com/AnnuityWatchUSA/
- https://www.linkedin.com/company/annuity-watch-usa/
- https://www.facebook.com/WomenMoneyPowerDFW/
- https://www.linkedin.com/company/women-money-&-power/
- https://www.linkedin.com/company/retirement-watch-usa/
- https://www.facebook.com/Retirement-Watch-USA-309675842551317/
- https://www.linkedin.com/company/dewitt-dunn/
- https://www.dewittanddunn.com/
- https://twitter.com/WomenMoneyPwr/
Official SEC filing: View on IAPD