Overview
Assets Under Management: $146 million
Headquarters: SOUTH BURLINGTON, VT
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
DEMPSEY INVESTMENT MANAGEMENT, 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 #134667), DEMPSEY INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DEMPSEY INVESTMENT MANAGEMENT, LLC is headquartered in SOUTH BURLINGTON, VT.
DEMPSEY INVESTMENT MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, DEMPSEY INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DEMPSEY INVESTMENT MANAGEMENT, LLC manages $146 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, DEMPSEY INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 466
Discretionary Accounts: 466
Regulatory Filings
CRD Number: 134667
Last Filing Date: 2025-01-16 00:00:00
Website: https://feeonlyvt.com