Dean Investments
Dean Investments (CRD# 104635) is a financial advisory firm headquartered in Beavercreek, OH. They manage $768,423,575 in 549 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management768MILLION
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Total Number of Accounts549ACCOUNTS
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Average Account Value$1,399,679
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, KS, KY, LA, MI, MO, NC, NE, NH, OH, OK, TN, TX
Stephen Miller (CRD# 2686150) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 28 years of experience in the finance industry.
Beth Verdoorn (CRD# 4078307) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has 1 year of experience in the finance industry.
Matthew Wallace (CRD# 6574773) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 8 years of experience in the finance industry.