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DEMERS FINANCIAL PLANNING

MAUREEN M. DEMERS

CRD 148752

Visit website

800 TURNPIKE STREET, SUITE 300, NORTH ANDOVER, MA, 01845, United States

Phone

978-494-4337

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$25.7M

Discretionary AUM

$25.7M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREP

Client types

TypeClientsAUM
Individuals15$4.6M
High net worth individuals10$21.1M

All web addresses on file

Official SEC filing: View on IAPD