Falists
← Back to search

DEAN FINANCIAL SERVICES

DEAN FINANCIAL SERVICES, LLC

CRD 129679 · SEC 801-62586

Visit website

3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH, 45431, United States

Phone

937-222-9531

Fax

937-227-9315

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$382.0M

Discretionary AUM

$382.0M

Team

9 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals225$144.1M
High net worth individuals20$83.7M
Pension/profit sharing plans32$131.7M

States served

CA, IL, IN, MI, NC, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD