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Dean Investments
Beavercreek, Ohio
3.0
1 Review
Dean Investments, a local investment advisory firm based in Beavercreek, OH, is dedicated to providing comprehensive financial solutions to its clients. With one office, the firm boasts a team of ten highly skilled professionals, five of whom specialize in investment advisory services. Known for their exceptional expertise and commitment, Dean Investments manages a remarkable average of approximately $153,680,000 in assets per investment advisor, surpassing the industry average.
The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned...see more
Assets Under Mgmt
$768.42M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Reviews for Dean Investments
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