Dean Investment Associates LLC

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Assets, Funds, Holdings

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Dean Investment Associates LLC
CRD #104635
SEC #801-9895
CIK #846797
AUM $794.8 MM (100% Disc, 100% US)
Employees10 (60% Investors, 0% Brokers)
Phone937-222-9531
Address3500 Pentagon Boulevard, Suite 200
Beavercreek, OH 45431
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($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 ($BB)
Related Firms State AUM ($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