Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > vermont > south burlington > DEMPSEY INVESTMENT MANAGEMENT, LLC
DEMPSEY INVESTMENT MANAGEMENT, LLC
1233 Shelburne Road
Suite 410
South Burlington, Vermont 05403
Tel: 802-497-1931
About DEMPSEY INVESTMENT MANAGEMENT, LLC
DEMPSEY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as DEMPSEY INVESTMENT MANAGEMENT, LLC. The firm was established in 04/11/2023. They have over 1 offices throughout the country.
DEMPSEY INVESTMENT MANAGEMENT, LLC is a South Burlington, Vermont based Financial Planning firm with nearly $146,102,481 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134667 |
| SEC# | 801-127621 |
| Assets Managed by Firm | $146,102,481 |
| No. of Clients | 466 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 466 | $146,102,481 |
| Individuals (other than high net worth individuals) | 97 | $42,378,176 |
| High net worth individuals | 49 | $103,724,305 |
More Retirement Planning firms in South Burlington, Vermont:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in South Burlington, Vermont