Overview
Assets Under Management: $291 million
Headquarters: SPOKANE VALLEY, WA
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
DEMARS FINANCIAL GROUP 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 #116257), DEMARS FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
DEMARS FINANCIAL GROUP LLC is headquartered in SPOKANE VALLEY, WA.
DEMARS FINANCIAL GROUP LLC serves 93 high-net-worth clients according to their SEC filing dated June 28, 2025. View client details ↓
According to their SEC Form ADV, DEMARS FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DEMARS FINANCIAL GROUP LLC manages $291 million in client assets according to their SEC filing dated June 28, 2025.
According to their SEC Form ADV, DEMARS FINANCIAL GROUP 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: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.88
Average High-Net-Worth Client Assets: $2 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