RIA Intel›Advisers›Massachusetts›DAVID WITHERBEE & ASSOCIATES, INC.

DAVID WITHERBEE & ASSOCIATES, INC.

Advisory

N·CONCORD, MA

Data as of Mar 20, 2014 · Source: SEC Form ADV

Total AUM
$135M
1-Year AUM Growth
+6.3%
3-Year CAGR
+5.5%
Employees
2
Assets Under Management
Total AUM$135M
Discretionary AUM$135M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingMar 22, 2001
Latest FilingMar 20, 2014
🔒 Full AUM trend chart and 22 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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