# DEWITT AND DUNN FINANCIAL SERVICES, LLC

DEWITT AND DUNN FINANCIAL SERVICES, LLC of ADDISON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 304561
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304561/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304561/similar
- Related entities: https://search.stillhousedata.com/firm/304561/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304561

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.