Dean Investment Associates LLC

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Dean Investment Associates LLC ✚
CRD #	104635
SEC #	801-9895
CIK #	846797
AUM	$794.8 MM (100% Disc, 100% US)
Employees	10 (60% Investors, 0% Brokers)
Phone	937-222-9531
Address	3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431
Source	IAPD EDGAR Website Twitter Facebook

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	NWE	3,560.0	11.7
	BLK	68,070.0	8.7
	VZ	237,920.0	8.5
	CSCO	228,550.0	8.2
	XOM	337,850.0	8.1
	RBC	3,450.0	7.9
	CVX	234,890.0	7.7
	INTC	239,910.0	7.6
	JNJ	369,000.0	7.4
	PFE	230,400.0	6.7
View All

Holdings by Sector ($BB)

[{"dt": "2014-01-23", "sector": "Basic Industries", "value": 0.023598}, {"dt": "2014-01-23", "sector": "Capital Goods", "value": 0.032786}, {"dt": "2014-01-23", "sector": "Consumer Durables", "value": 0.01394}, {"dt": "2014-01-23", "sector": "Consumer Non-Durables", "value": 0.019016}, {"dt": "2014-01-23", "sector": "Consumer Services", "value": 0.034215}, {"dt": "2014-01-23", "sector": "Energy", "value": 0.038486}, {"dt": "2014-01-23", "sector": "Exchange-Traded Fund", "value": 0.00219}, {"dt": "2014-01-23", "sector": "Finance", "value": 0.077602}, {"dt": "2014-01-23", "sector": "Health Care", "value": 0.030836}, {"dt": "2014-01-23", "sector": "Miscellaneous", "value": 0.002488}, {"dt": "2014-01-23", "sector": "n/a", "value": 0.002345}, {"dt": "2014-01-23", "sector": "Public Utilities", "value": 0.004926}, {"dt": "2014-01-23", "sector": "Technology", "value": 0.031914}, {"dt": "2014-01-23", "sector": "Transportation", "value": 0.006118}, {"dt": "2015-02-09", "sector": "Basic Industries", "value": 0.005419}, {"dt": "2015-02-09", "sector": "Capital Goods", "value": 0.030697}, {"dt": "2015-02-09", "sector": "Consumer Durables", "value": 0.011947}, {"dt": "2015-02-09", "sector": "Consumer Non-Durables", "value": 0.026689}, {"dt": "2015-02-09", "sector": "Consumer Services", "value": 0.044805}, {"dt": "2015-02-09", "sector": "Energy", "value": 0.044923}, {"dt": "2015-02-09", "sector": "Exchange-Traded Fund", "value": 0.004027}, {"dt": "2015-02-09", "sector": "Finance", "value": 0.078933}, {"dt": "2015-02-09", "sector": "Health Care", "value": 0.033176}, {"dt": "2015-02-09", "sector": "Miscellaneous", "value": 0.003701}, {"dt": "2015-02-09", "sector": "n/a", "value": 0.007001}, {"dt": "2015-02-09", "sector": "Public Utilities", "value": 0.016212}, {"dt": "2015-02-09", "sector": "Technology", "value": 0.027678}, {"dt": "2015-02-09", "sector": "Transportation", "value": 0.009189}, {"dt": "2016-02-10", "sector": "Basic Industries", "value": 0.022152}, {"dt": "2016-02-10", "sector": "Capital Goods", "value": 0.035983}, {"dt": "2016-02-10", "sector": "Consumer Durables", "value": 0.005272}, {"dt": "2016-02-10", "sector": "Consumer Non-Durables", "value": 0.028572}, {"dt": "2016-02-10", "sector": "Consumer Services", "value": 0.039706}, {"dt": "2016-02-10", "sector": "Energy", "value": 0.035635}, {"dt": "2016-02-10", "sector": "Exchange-Traded Fund", "value": 0.004454}, {"dt": "2016-02-10", "sector": "Finance", "value": 0.074845}, {"dt": "2016-02-10", "sector": "Health Care", "value": 0.026672}, {"dt": "2016-02-10", "sector": "Miscellaneous", "value": 0.001579}, {"dt": "2016-02-10", "sector": "n/a", "value": 0.004435}, {"dt": "2016-02-10", "sector": "Public Utilities", "value": 0.031873}, {"dt": "2016-02-10", "sector": "Technology", "value": 0.032706}, {"dt": "2016-02-10", "sector": "Transportation", "value": 0.003825}, {"dt": "2017-01-31", "sector": "Basic Industries", "value": 0.017684}, {"dt": "2017-01-31", "sector": "Capital Goods", "value": 0.046901}, {"dt": "2017-01-31", "sector": "Consumer Durables", "value": 0.026749}, {"dt": "2017-01-31", "sector": "Consumer Non-Durables", "value": 0.022728}, {"dt": "2017-01-31", "sector": "Consumer Services", "value": 0.0573}, {"dt": "2017-01-31", "sector": "Energy", "value": 0.047535}, {"dt": "2017-01-31", "sector": "Exchange-Traded Fund", "value": 0.00318}, {"dt": "2017-01-31", "sector": "Finance", "value": 0.098141}, {"dt": "2017-01-31", "sector": "Health Care", "value": 0.03616}, {"dt": "2017-01-31", "sector": "Miscellaneous", "value": 0.01616}, {"dt": "2017-01-31", "sector": "n/a", "value": 0.011904}, {"dt": "2017-01-31", "sector": "Public Utilities", "value": 0.033279}, {"dt": "2017-01-31", "sector": "Technology", "value": 0.034841}, {"dt": "2017-01-31", "sector": "Transportation", "value": 0.00646}, {"dt": "2018-02-05", "sector": "Basic Industries", "value": 0.028029}, {"dt": "2018-02-05", "sector": "Capital Goods", "value": 0.033408}, {"dt": "2018-02-05", "sector": "Consumer Durables", "value": 0.030315}, {"dt": "2018-02-05", "sector": "Consumer Non-Durables", "value": 0.03273}, {"dt": "2018-02-05", "sector": "Consumer Services", "value": 0.070233}, {"dt": "2018-02-05", "sector": "Energy", "value": 0.037291}, {"dt": "2018-02-05", "sector": "Exchange-Traded Fund", "value": 0.005979}, {"dt": "2018-02-05", "sector": "Finance", "value": 0.119402}, {"dt": "2018-02-05", "sector": "Health Care", "value": 0.043901}, {"dt": "2018-02-05", "sector": "Miscellaneous", "value": 0.008041}, {"dt": "2018-02-05", "sector": "n/a", "value": 0.009358}, {"dt": "2018-02-05", "sector": "Public Utilities", "value": 0.064342}, {"dt": "2018-02-05", "sector": "Technology", "value": 0.044069}, {"dt": "2018-02-05", "sector": "Transportation", "value": 0.008583}]

Related Firms	State	AUM ($BB)
Dean Investment Associates LLC ✚	OH	0.8
Dean Financial Services LLC ✚	OH	0.2

Comparable Firms	State	AUM ($BB)
Seasons Capital Management LLC ✚	CA	0.8
Shepherd Financial Partners LLC ✚	MA	0.8
PFG Advisors LLC ✚	AZ	0.8
International Assets Investment Management LLC ✚	FL	0.8
Aviance Capital Management LLC ✚	FL	0.8
Axiom Investment Management LLC ✚	NY	0.8
Bernzott Capital Advisors ✚	CA	0.8
Brown Advisory Inc ✚	MD	0.8
Grassi Investment Management LLC ✚	CA	0.8
First Citizens Investor Services Inc ✚	NC	0.8

Dean Investment Associates LLC

Assets, Funds, Holdings