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⚲
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| Dempsey Investment Management LLC
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|
|
|---|---|
| CRD # | 134667 |
| SEC # | 801-127621 |
| CIK # | |
| AUM | $115.8 MM (2023-03-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 802-497-1931 |
| Address | 1233 Shelburne Road South Burlington, VT 05403 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 27.5 |
| (b) Individuals (high net worth individuals) | 64 | 88.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 115.8 |
| By Discretionary | ||
| Discretionary | 433 | 115.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 115.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.8 | |
| Total | 433 | 115.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Rockhill Advisors LLC
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|
ID | 0.1 |
|
Whalen Wealth Management Inc
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NV | 0.1 |
|
Zehnder Wealth Management LLC
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FL | 0.1 |
|
Norton Capital Management Inc
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VA | 0.1 |
|
Maclendon Wealth Management LLC
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FL | 0.1 |
|
Pruneyard Financial Group Inc
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|
CA | 0.1 |
|
Painter Smith and Amberg Inc
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|
CA | 0.1 |
|
Costello Financial Planning Inc
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|
OR | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |