Dewitt Investment Research & Management Inc
● SEC registered since 2025CRD 108232SEC# 801-133885Collegeville, PA
Reg. AUM
$123.2M
Employees
4
Accounts
194
Location
Collegeville, PA
Dewitt Investment Research & Management Inc assets under management
Dewitt Investment Research & Management Inc is an SEC-registered investment adviser based in Collegeville, PA. The firm has been registered since 2025. It reports $123.2 million in regulatory assets under management and employs 4 people.
Dewitt Investment Research & Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Treat Dewitt Control | President, Secretary, Treasurer, Director/Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Dewitt Investment Research & Management Inc manage?
Dewitt Investment Research & Management Inc reports $123.2 million in regulatory assets under management on its Form ADV.
How many employees does Dewitt Investment Research & Management Inc have?
Dewitt Investment Research & Management Inc reports 4 employees.
Where is Dewitt Investment Research & Management Inc located?
Dewitt Investment Research & Management Inc is based in Collegeville, PA and has been SEC-registered since 2025.
Does Dewitt Investment Research & Management Inc disclose fund performance?
Dewitt Investment Research & Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Germantown Pike, Suite 203, Collegeville, PA 19426 |
| Phone | 610-910-9110 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.2M▲ 11%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$123.2Mregulatory AUM
Discretionary $101MNon-discretionary $22.2M