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Home > Retirement Planners > ohio > beavercreek > DEAN FINANCIAL SERVICES
DEAN FINANCIAL SERVICES
3500 Pentagon Boulevard, Suite 200
Beavercreek, Ohio 45431
Tel: 937-222-9531
About DEAN FINANCIAL SERVICES
DEAN FINANCIAL SERVICES, formally registered with the SEC as DEAN FINANCIAL SERVICES. The firm was established in 01/02/2004. They have over 1 offices throughout the country.
DEAN FINANCIAL SERVICES is a Beavercreek, Ohio based Financial Planning firm with nearly $266,799,071 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129679 |
| SEC# | 801-62586 |
| Assets Managed by Firm | $266,799,071 |
| No. of Clients | 462 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $266,799,071 |
| Individuals (other than high net worth individuals) | 210 | $104,743,431 |
| High net worth individuals | 10 | $42,969,850 |
| Pension and profit sharing plans | 31 | $101,045,412 |
| Charitable organizations | Fewer than 5 clients | $2,945,533 |
| Corporations or other businesses | Fewer than 5 clients | $15,094,845 |
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