Witherbee David & Associates Inc (Concord)

Name: Witherbee David & Associates Inc
Address: 45 Walden Street, Concord, MA, 01742
Telephone: 978-371-2551

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.

Witherbee David & Associates: assets under management

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 firm manages $108.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $385.61 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Witherbee David & Associates Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Louis Witherbee	President	1 Feb 2000	75% - 100%	860604
John Francis Flynn	Chief compliance officer	1 Dec 2004	Other	4454120
Sheelendra Sharad Kulkarni	Chief compliance officer	1 Jul 2005	Other	4641490

Based in Concord

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.