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DARTMOUTH CAPITAL ADVISORS, INC.

· CRD 105933 · IAPD ↗ · 412-585-5014

$167.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — DARTMOUTH CAPITAL ADVISORS, INC. reported RAUM up 29% ($110.5M -> $142.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.