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Home > Retirement Planners > washington > spokane valley > DEMARS FINANCIAL GROUP LLC
DEMARS FINANCIAL GROUP LLC
420 N Evergreen
Ste 300
Spokane Valley, Washington 99216
Tel: 509-536-9556
About DEMARS FINANCIAL GROUP LLC
DEMARS FINANCIAL GROUP LLC, formally registered with the SEC as DEMARS FINANCIAL GROUP LLC. The firm was established in 04/19/2018. They have over 2 offices throughout the country.
DEMARS FINANCIAL GROUP LLC is a Spokane Valley, Washington based Financial Planning firm with nearly $291,269,164 assets under management, offering retirement planning & investment advisory services to 461 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116257 |
| SEC# | 801-112885 |
| Assets Managed by Firm | $291,269,164 |
| No. of Clients | 461 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 461 | $291,269,164 |
| Individuals (other than high net worth individuals) | 350 | $116,708,189 |
| High net worth individuals | 93 | $165,676,975 |
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|---|---|---|---|
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| $82,657,150,657 | 146 | 653 | |
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| $23,026,995,111 | 77 | 656 |
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