1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DEMPSEY INVESTMENT MANAGEMENT, LLC

Map pinSOUTH BURLINGTON, VT
Phone802-497-1931
NotebookSEC #801-127621
Total AUM
$146.1M
Employees
1
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1233 SHELBURNE ROAD
SUITE 410
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
802-497-1931

ReceiptFinancials

Total AUM
$146.1M
Accounts
466
Discretionary
$146.1M
Accounts
466
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
97
AUM
$42.4M
HNW Individual Clients
49
AUM
$103.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account