DT INVESTMENT PARTNERS, LLC

Brandywine Five
1 Dickinson Drive, Suite 103
Chadds Ford, Pennsylvania 19317-9665
Tel: 4847784425

About DT INVESTMENT PARTNERS, LLC

DT INVESTMENT PARTNERS, LLC, formally registered with the SEC as DT INVESTMENT PARTNERS, LLC. The firm was established in 06/09/2011. They have over 1 offices throughout the country.

DT INVESTMENT PARTNERS, LLC is a Chadds Ford, Pennsylvania based Financial Planning firm with nearly $1,517,980,582 assets under management, offering retirement planning & investment advisory services to 1773 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157646
SEC#	801-72325
Assets Managed by Firm	$1,517,980,582
No. of Clients	1773
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ASSET ALLOCATION REPORTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1773	$1,517,980,582
Individuals (other than high net worth individuals)	979	$312,794,311
High net worth individuals	284	$671,802,396
Pension and profit sharing plans	Fewer than 5 clients	$3,406,371
Charitable organizations	13	$32,488,586
Corporations or other businesses	28	$468,434,392

More Retirement Planning firms in Chadds Ford, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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