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Building 2DEMARS FINANCIAL GROUP LLC

Map pinSPOKANE VALLEY, WA
Phone509-536-9556
NotebookSEC #801-112885
Total AUM
$374M
Employees
3
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 N EVERGREEN
STE 300
SPOKANE VALLEY
WA 99216
United States
Operating Hours
8:00AM - 5PM
Monday - Friday
Phone
509-536-9556
Other Offices
1

ReceiptFinancials

Total AUM
$374M
Accounts
1,250
Discretionary
$373.8M
Accounts
1,246
Non-Discretionary
$180.2K
Accounts
4

ContactClients

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Individual Clients
333
AUM
$88.5M
HNW Individual Clients
165
AUM
$285.3M
Other Clients
4
AUM
$180.2K
Description of Other Clients
NON-DISCRETIONARY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDMTORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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