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DEAN CAPITAL MANAGEMENT
7400 West 130th Street
Suite 350
Overland Park, Kansas 66213
Tel: 913-944-4444
About DEAN CAPITAL MANAGEMENT
DEAN CAPITAL MANAGEMENT, formally registered with the SEC as DEAN CAPITAL MANAGEMENT. The firm was established in 03/11/2008. They have over 5 offices throughout the country.
DEAN CAPITAL MANAGEMENT is a Overland Park, Kansas based Financial Planning firm with nearly $1,056,594,997 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145666 |
| SEC# | 801-68942 |
| Assets Managed by Firm | $1,056,594,997 |
| No. of Clients | 547 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $1,056,594,997 |
| Other investment advisers | 1 | $612,506,058 |
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