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

Building 2DEMERS FINANCIAL PLANNING

Map pinCOLUMBUS, OH
Phone614-451-4505
NotebookSEC #801-47219
Total AUM
$80.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2935 KENNY ROAD, STE 135
COLUMBUS
OH 43221
United States
Operating Hours
MON THROUGH THURS 9AM TO 5PM; FRIDAY 9AM TO 12PM
Monday - Friday
Phone
614-451-4505

ReceiptFinancials

Total AUM
$80.8M
Accounts
363
Discretionary
$64.4M
Accounts
201
Non-Discretionary
$16.4M
Accounts
162

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT, NEGOTIATED FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account