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| Happy Holidays!! thanks for using AUM13F!! |
| Dean Financial Services LLC
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| CRD # | 129679 |
| SEC # | 801-62586 |
| CIK # | |
| AUM | $319.6 M (2025-03-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 124.8 |
| (b) Individuals (high net worth individuals) | 14 | 59.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 115.1 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 319.6 |
| By Discretionary | ||
| Discretionary | 486 | 319.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 486 | 319.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.6 | |
| Total | 486 | 319.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Dean Investment Associates LLC
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|
OH | 0.9 |
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Dean Financial Services LLC
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|
OH | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accent Capital Management LLC
✚
|
OH | 0.3 |
|
Consolidated Capital Management LLC
✚
|
CA | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
UniWealth Advisors Inc
✚
|
0.3 | |
|
ODER Investment Management LLC
✚
|
CA | 0.3 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.3 |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
0.3 | |
|
Livelife Capital Partners LLC
✚
|
MA | 0.3 |
|
Sharper & Granite LLC
✚
|
CA | 0.3 |