|
⚲
|
| Dean Financial Services LLC
✚
|
|
|---|---|
| CRD # | 129679 |
| SEC # | 801-62586 |
| CIK # | |
| AUM | $206.5 MM (2023-03-30) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 91.3 |
| (b) Individuals (high net worth individuals) | 7 | 29.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 69.4 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 206.5 |
| By Discretionary | ||
| Discretionary | 243 | 206.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 243 | 206.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.5 | |
| Total | 243 | 206.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Investment Associates LLC
✚
|
OH | 0.8 |
|
Dean Financial Services LLC
✚
|
OH | 0.2 |
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|---|---|---|
|
Intrack Investment Management Inc
✚
|
VT | 0.2 |
|
AP Wealth Management LLC
✚
|
GA | 0.2 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.2 |
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.2 |
|
Secura Financial LLC
✚
|
CA | 0.2 |
|
ACAS LLC
✚
|
CA | 0.2 |
|
The Menard Financial Group LLC
✚
|
TX | 0.2 |
|
RP Boggs & Co
✚
|
SC | 0.2 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |