Witherbee David & Associates Inc is a large advisory firm based in Concord. It manages $108.36 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts, New Hampshire, Texas, and Vermont.
Witherbee David & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Witherbee David & Associates Inc is $108.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Witherbee David & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Louis Witherbee has been acting as President since 1 Feb 2000. Sheelendra Sharad Kulkarni joined the executive team most recently as the Chief Compliance Officer.
The principal office where Witherbee David & Associates Inc performs its advisory services is located at 45 Walden Street, Concord, MA 01742, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 978-371-2551 or by fax 978-371-2883. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.dwitherbee.com.