Overview
Assets Under Management: $291 million
Headquarters: SPOKANE VALLEY, WA
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.07
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 461
Discretionary Accounts: 443
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 116257
Filing ID: 2000689
Last Filing Date: 2025-06-28 16:21:00
Website: https://demarsfinancial.com