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Dean Financial Services, LLC

● SEC registered since 2004CRD 129679SEC# 801-62586Beavercreek, OH
Export (members)
Reg. AUM
$319.6M
Employees
8
Accounts
486
Location
Beavercreek, OH

Dean Financial Services, LLC assets under management

Dean Financial Services, LLC is a registered investment adviser overseen by the SEC based in Beavercreek, OH. The firm has been registered since 2004. It reports $319.6 million in regulatory assets under management and employs 8 people.
www.chdean.comView on SEC.gov ↗

Dean Financial Services, LLC owners & executives

12 reported
NameTitleOwnershipSince
C.h. Dean, LLC ControlLlc MemeberOver 75%2012
Debra Elizabeth Rindler ControlSecretary/Treasurer/Chief Compliance Officer/Chief Financial OfficerUnder 5%2005
Pamala Jane Miller ControlVice President, Chief Operating OfficerUnder 5%2016
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Frequently asked questions

How much does Dean Financial Services, LLC manage?

Dean Financial Services, LLC reports $319.6 million in regulatory assets under management on its Form ADV.

How many employees does Dean Financial Services, LLC have?

Dean Financial Services, LLC reports 8 employees.

Where is Dean Financial Services, LLC located?

Dean Financial Services, LLC is based in Beavercreek, OH and has been SEC-registered since 2004.

Does Dean Financial Services, LLC disclose fund performance?

Dean Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431
Phone937-222-9531
Fax937-227-9315
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$319.6M
Non-discretionary$0
Total (RAUM)$319.6M