Dt Investments I LLC
Dt Investments I LLC (CRD# 168117) is a financial advisory firm headquartered in , . They manage $31,800,000 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Dt Investments I LLC
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$1,177,778
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL
Financial Advisors at Dt Investments I LLC
1
Durraj Tase (CRD# 4383850) is an Investment Advisor Representative working at Dt Investments I LLC in Lakewood Ranch, FL and has over 23 years of experience in the finance industry.
2
Judith Webster (CRD# 708802) is an Investment Advisor Representative working at Dt Investments I LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
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