Dempsey Investment Management, LLC
Dempsey Investment Management, LLC (CRD# 134667) is a financial advisory firm headquartered in South Burlington, VT. They manage $72,455,548 in 317 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts317ACCOUNTS
Average Account Value$228,566
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, VT
Donald Dempsey (CRD# 2524391) is an Investment Advisor Representative working at Dempsey Investment Management, LLC in South Burlington, VT and has over 23 years of experience in the finance industry. Donald Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.