CRD: 304561
Dewitt AND Dunn Financial Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier matrixFoundation +more
- Established Date
- 01-01-2020
- Office Locations
- 3
Office Locations
About Dewitt AND Dunn Financial Services, LLC
DeWitt & Dunn Financial Services is a Dallas–Fort Worth-based firm led by Cathy DeWitt Dunn, focused on retirement planning for individuals and families. The team builds personalized plans using annuities, life insurance and related asset management, with divorce-focused consultations available. Licensed nationwide, the firm stands out for strong consumer outreach via a radio show plus education content (videos, podcasts, webinars) and affiliated retirement/annuity websites.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Cathy DeWitt-Dunn
Chief Executive Officer, Owner, President
- CRD
- --
- Ownership
- 75% or more
JOSHUA JON PERKINS
Chief Compliance Officer, Investment Advisor
- CRD
- #6321424
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Lora Renee Dixon
--
- CRD
- #6693214
Russell Lewis Wilhite
--
- CRD
- #8150950
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,628,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,628,785 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,628,785
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $815,028,387 | 12.6% |
| Equity - Exchange | $3,040,185,254 | 47.0% |
| Cash | $1,461,876,314 | 22.6% |
| Other | $1,151,389,309 | 17.8% |
| Total | $6,468,479,264 | 100.0% |