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DEMARS FINANCIAL GROUP LLC
CRD 116257 · SEC 801-112885
420 N EVERGREEN, STE 300, SPOKANE VALLEY, WA, 99216, United States
Phone
509-536-9556
Fax
509-232-6604
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.0M
Discretionary AUM
$373.8M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 333 | $88.5M |
| High net worth individuals | 165 | $285.3M |
States served
AK, AZ, CA, ID, MT, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD