Overview
Assets Under Management: $320 million
Headquarters: BEAVERCREEK, OH
High-Net-Worth Clients: 14
Average Client Assets: $4 million
Frequently Asked Questions
DEAN FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129679), DEAN FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
DEAN FINANCIAL SERVICES, LLC is headquartered in BEAVERCREEK, OH.
DEAN FINANCIAL SERVICES, LLC serves 14 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, DEAN FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DEAN FINANCIAL SERVICES, LLC manages $320 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, DEAN FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 486
Discretionary Accounts: 486
Regulatory Filings
CRD Number: 129679
Filing ID: 1962526
Last Filing Date: 2025-03-26 08:52:00
Website: https://chdean.com