David Witherbee & Associates, Inc. is a large advisory firm based in Concord. It manages $135 million of regulatory assets for 800 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Maine, Massachusetts, and New Hampshire.
David Witherbee & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and matters not involving securities.. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of David Witherbee & Associates, Inc. is $135 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% 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 David Witherbee & 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.
The principal office where David Witherbee & Associates, Inc. performs its advisory services is located at 100 Main Street, Suite 330, 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.