DEAN FINANCIAL SERVICES, LLC
Doing business as DEAN FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$382,008,860
Discretionary
$382,008,860
Non-discretionary
$0
Firm details
- CRD number
- 129679
- SEC file number
- 801-62586
- Main office
- BEAVERCREEK, OH, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTPS://WWW.CHDEAN.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.