Terrence
Dewitt

O'Brien-Staley Partners

CRD#6529624
Investment Advisor
in Waco, TX

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About this Advisor

Terrence Dewitt is a financial advisor based in Waco, Texas, working with O'Brien-Staley Partners. Terrence has previously held positions at Osp, LLC and Firstcity Financial Corp. Terrence is registered to provide services in Texas. Currently, Terrence is part of O'Brien-Staley Partners, which operates out of Waco, Texas. The firm has 1 office and 32 employees. The firm manages assets totaling $1.7 billion and offers portfolio management for pooled investment vehicles. The fee structure at O'Brien-Staley Partners includes asset-based and performance-based fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4006 Lakeland Circle Suite 204
Waco, TX 76710

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O'Brien-Staley Partners Brokerage Details

Total Assets Under Management

$1,673,633,760

TX Average: $5,289,111,388
Total Number of Employees

32

TX Average: 157
Total Number of Accounts

7

TX Average: 8,262
Average Account Size

$239,090,537

TX Average: $640,173

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Terrence Dewitt Work History

2015 - Present (10 years)

Osp, LLC

1992 - 2014 (22 years)

Firstcity Financial Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Terrence Dewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at O'Brien-Staley Partners

Terrence Dewitt
Waco, TX

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