DEWITT AND DUNN FINANCIAL SERVICES, LLC

DEWITT AND DUNN FINANCIAL SERVICES, LLC of ADDISON, TX is an SEC-registered investment adviser (CRD 304561). Regulatory assets under management: $35.6M.

Registration

• CRD: 304561
• Type: Registered investment adviser
• Location: 15455 DALLAS PARKWAY, SUITE 240, ADDISON, TX, 75001
• Phone: 972-473-4700
• Latest filing: 2026-03-18
• Regulatory AUM: $35.6M
• Discretionary AUM: $35.6M
• Clients: 3
• Accounts: 205

Business model

Compensation: % of AUM.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 304561 on SEC IAPD (source of record)
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