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Building 2DEAN FINANCIAL SERVICES

Map pinBEAVERCREEK, OH
Phone937-222-9531
NotebookSEC #801-62586
Total AUM
$382M
Employees
9
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 PENTAGON BOULEVARD, SUITE 200
BEAVERCREEK
OH 45431
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
937-222-9531

ReceiptFinancials

Total AUM
$382M
Accounts
525
Discretionary
$382M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
225
AUM
$144.1M
HNW Individual Clients
20
AUM
$83.7M
Pension/Profit Sharing Plan Clients
32
AUM
$131.7M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$19.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMINCOHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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