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DEMARCHE
10975 Grandview Drive
Suite 500
Overland Park, Kansas 66210-1564
Tel: 913-981-1345
About DEMARCHE
DEMARCHE, formally registered with the SEC as DEMARCHE. The firm was established in 01/29/2008. They have over 1 offices throughout the country.
DEMARCHE is a Overland Park, Kansas based Financial Planning firm with nearly $212,637,399 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145851 |
| SEC# | 801-68693 |
| Assets Managed by Firm | $212,637,399 |
| No. of Clients | 20 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $212,637,399 |
| Pension and profit sharing plans | 3 | $10,984,272 |
| Charitable organizations | 5 | $95,665,248 |
| Corporations or other businesses | 11 | $98,135,777 |
More Retirement Planning firms in Overland Park, Kansas:
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|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
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| $15,083,813,669 | 14421 | 68 | |
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