DEAN FINANCIAL SERVICES - Financial Advisor in Ohio, Beavercreek

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

About DEAN FINANCIAL SERVICES

DEAN FINANCIAL SERVICES is a Beavercreek, Ohio based financial advisory firm with nearly $266,799,071 in assets under management and provides investment advisory services for 462 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

129679

Firm SEC#:

801-62586

Assets Under Management:

$266,799,071

No. of Clients:

462

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Ohio, beavercreek

FirmCRD#:110283

SEC#:801-29690

No. of Advisors:40

No. of Clients:2260

AUM:$920,269,282

FirmCRD#:104635

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No. of Clients:541

AUM:$889,620,018

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WESTMINSTER FINANCIAL ADVISORY CORP

110283

801-29690

2260

$920,269,282

DEAN INVESTMENTS

104635

801-9895

541

$889,620,018

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