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
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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