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DEAN FINANCIAL SERVICES

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

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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

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

Firm CRD#:

129679

SEC#:

801-62586

No. of Clients:

462

Assets under Management

$266,799,071

No. of Advisors:

9

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