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Building 2DEAN INVESTMENTS

Map pinBEAVERCREEK, OH
Phone937-222-9531
NotebookSEC #801-9895
Total AUM
$909.3M
Employees
10
Clients
308

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
$909.3M
Accounts
483
Discretionary
$909.3M
Accounts
483
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$181.7M
HNW Individual Clients
40
AUM
$178.5M
Investment Company Clients
3
AUM
$477.9M
Pension/Profit Sharing Plan Clients
11
AUM
$19.1M
Charitable Organization Clients
8
AUM
$13.9M
Corporation or Business Clients
10
AUM
$38.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SPECIAL PROJECT FEES AS REQUESTED

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKSKYLAMIMONCNENHOHTNTX

HandshakeAffiliates

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

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