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Building 2DEMERS FINANCIAL PLANNING

Map pinCOLUMBUS, OH
Phone614-451-4505
NotebookSEC #801-136148
Total AUM
$125.3M
Employees
2
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3380 TREMONT ROAD, SUITE 100
COLUMBUS
OH 43221
United States
Operating Hours
10AM TO 6PM
MONDAY THROUGH THURSDAY
Phone
614-451-4505

ReceiptFinancials

Total AUM
$125.3M
Accounts
190
Discretionary
$125.3M
Accounts
190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$8.1M
HNW Individual Clients
28
AUM
$117.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT, NEGOTIATED FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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