DEAN INVESTMENTS

3500 Pentagon Boulevard, Suite 200
Beavercreek, Ohio 45431
Tel: 937-222-9531

About DEAN INVESTMENTS

DEAN INVESTMENTS, formally registered with the SEC as DEAN INVESTMENTS. The firm was established in 01/01/1975. They have over 1 offices throughout the country.

DEAN INVESTMENTS is a Beavercreek, Ohio based Financial Planning firm with nearly $889,620,018 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104635
SEC#	801-9895
Assets Managed by Firm	$889,620,018
No. of Clients	541
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (SPECIAL PROJECT FEES AS REQUESTED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$889,620,018
Individuals (other than high net worth individuals)	250	$191,568,845
High net worth individuals	44	$183,198,005
Pension and profit sharing plans	12	$17,483,711
Charitable organizations	10	$13,578,726
Corporations or other businesses	12	$39,700,651

More Retirement Planning firms in Beavercreek, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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