Assets Under Management

$895.6M

Number of Clients

307

Number of Advisors

3

Average Client AUM

$2.9M

AUM per Advisor

$298.5M

Compensation

Fee-Only (AUM)

About This Firm

Dean Investment Associates offers investment management services based on clients' individual needs. They develop investment strategies and make investment decisions on behalf of clients. They also manage mutual fund portfolios. As of December 31, 2024, they managed $895.6 million in assets.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...
Location

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH, 45431

3 Advisors at this firm