DT Investment Partners, LLC
Firm details
- Headquarters
- Chadds Ford, Pennsylvania
- CRD number
- 157646
- Registered since
- June 9, 2011
- Website
- www.dtinvestmentpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.07%
- Individuals15.59%
- Pension & Profit Sharing Plans7.83%
- Charitable Organizations2.12%
- State / Municipal Government0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DT Investment Partners, LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2011. The firm works with both individual and family clients as well as institutional accounts, providing financial planning and portfolio management services for individuals, small businesses and institutions. Its fee arrangements include asset-based fees and fixed fees. DT Investment Partners does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- State & Local Bonds17%
- Investment Grade Corp Bonds8%
- US Government Bonds4%
- Public Funds/Mutual Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$1.2B in ETFs
100%
$1.2B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $221M | 288,427 | 17.78% |
Location
Chadds Ford, PA
Delaware
Location
Chadds Ford, PA
Headquartered in Chadds Ford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 5 Dickinson Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Chadds Ford Wealth Partners, LLC
RIAChadds Ford, PA
Smithbridge Asset Management, Inc.
RIAChadds Ford, PA
Gardner Lewis Asset Management LP
RIAChadds Ford, PA
Owls Nest Partners
RIAChadds Ford, PA
PF Advisors
RIAChadds Ford, PA
Chartered Advisory Group
RIAChadds Ford, PA