Investment adviser · CRD 109294

DAVID WITHERBEE & ASSOCIATES, INC.

Investment adviser filing (IA)

CONCORD, MA, United States · Form ADV filed Mar 20, 2014

Regulatory AUM
$135M
Form ADV · Item 5.F
Client accounts
800
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

100 MAIN STREET, SUITE 330
CONCORD, MA, 01742, United States

CRD 109294

Filing source

Form ADV 776409 · Mar 20, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.