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DEMERS FINANCIAL PLANNING
DEMERS CONSTANCE ELAINE
CRD 106702 · SEC 801-136148
3380 TREMONT ROAD, SUITE 100, COLUMBUS, OH, 43221, United States
Phone
614-451-4505
Fax
614-451-5356
Registration
— (—)
Source
State registered
Total AUM
$125.3M
Discretionary AUM
$125.3M
Team
2 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; FLAT, NEGOTIATED FEE
Org form
Sole Proprietorship
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $8.1M |
| High net worth individuals | 28 | $117.2M |
All web addresses on file
Official SEC filing: View on IAPD