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Demars Financial Group LLC

● SEC registered since 2018CRD 116257SEC# 801-112885Spokane Valley, WA
Export (members)
Reg. AUM
$291.3M
Employees
3
Accounts
461
Location
Spokane Valley, WA

Demars Financial Group LLC assets under management

Demars Financial Group LLC is an investment advisory firm registered with the SEC based in Spokane Valley, WA. The firm has been registered since 2018. It reports $291.3 million in regulatory assets under management and employs 3 people.
www.demarsfinancial.comView on SEC.gov ↗

Demars Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
David Theodore Demars ControlManaging Member/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Demars Financial Group LLC manage?

Demars Financial Group LLC reports $291.3 million in regulatory assets under management on its Form ADV.

How many employees does Demars Financial Group LLC have?

Demars Financial Group LLC reports 3 employees.

Where is Demars Financial Group LLC located?

Demars Financial Group LLC is based in Spokane Valley, WA and has been SEC-registered since 2018.

Does Demars Financial Group LLC disclose fund performance?

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

Contact & registration

Address420 N Evergreen, Ste 300, Spokane Valley, WA 99216
Phone509-536-9556
Fax509-232-6604
Office hours8:00a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1723115
Discloses disciplinary historyYes

Assets under management

Discretionary$282.4M
Non-discretionary$8.9M
Total (RAUM)$291.3M