Overview
Assets Under Management: $320 million
Headquarters: BEAVERCREEK, OH
High-Net-Worth Clients: 14
Average Client Assets: $4 million
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