A complete list of active advisors currently associated with Demming Financial Services Corp.
Warmer can help you find a great advisor at Demming Financial Services Corp. or one who fits your needs even better.
Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services commonly billed as a percentage of assets under management. The firm reports approximately $766 million in AUM and manages client portfolios on a discretionary basis while also offering stand-alone planning and hourly or fixed-fee consulting engagements. DFSC’s investment approach emphasizes fundamental analysis and the development of client-specific Investment Policy Statements to guide asset allocation and risk management, with ongoing monitoring and quarterly reviews. The firm typically allocates assets among independent managers, mutual funds, ETFs and individual securities, and it also recommends private placements for qualified accredited investors and advises on non-custodied products such as variable insurance contracts, annuities, employer retirement plan assets, and 529 plans when appropriate. Noteworthy features highlighted in the brochure include a long operating history (established 1981) and an absence of a stated firm-wide account minimum, although certain independent managers may impose their own requirements. The firm discloses that some supervised persons act as licensed insurance agents and may receive commissions for insurance sales, that it does not vote client proxies, and that it recommends Charles Schwab while receiving software, support and other institutional benefits from that custodian — relationships the firm identifies as potential conflicts of interest.
To learn more about the advisors currently working at Demming Financial Services Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Aurora, OH
| 8
| |
Aurora, OH
| 5
| |
Auroara, OH
| 23
| |
Aurora, OH
| 26
| |
Aurora, OH
| 3
|
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