DEAN FINANCIAL SERVICES

Beavercreek, United States · CRD 129679

SEC-registered investment adviser since 2004 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$382.0m
Main clients (by assets)Individuals 38%, Pension plans 34%, High net worth individuals 22%
Websitechdean.com
Form ADV · 2026-03-27SEC adviser record

Kindmutual funds, wealth
Others nearbyDayton, OH
FamilyDEAN INVESTMENT ASSOCIATES, LLC · 2 related pages · largest: DEAN INVESTMENT ASSOCIATES, LLC

As an employer

Staff (Form ADV)9 · 5 in investment roles
Offices in1 country