Active
DEAN FINANCIAL SERVICES
Investment Advice|BEAVERCREEK, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$319.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 319.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 129679 |
| SEC Number | 801-62586 |
| Street Address | 3500 PENTAGON BOULEVARD, SUITE 200 |
| Location | BEAVERCREEK, OH 45431 |
| Country | United States |
| Phone | 937-222-9531 |
| Fax | 937-227-9315 |
| Total Employees | 8 |
| Business Types | accountant |
Client Count by Type (259 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 213 |
| Pension/Profit Sharing Pl… | 32 |
| High Net Worth Individual… | 14 |
Community Partners
CITY OF BEAVERCREEK
CITY OF BELLBROOK
CITY OF XENIA
COUNTY OF GREENE
TOWNSHIP OF BEAVERCREEK
TOWNSHIP OF CAESARSCREEK
TOWNSHIP OF CEDARVILLE
TOWNSHIP OF NEW JASPER
TOWNSHIP OF SILVERCREEK
TOWNSHIP OF SPRING VALLEY
TOWNSHIP OF SUGARCREEK
TOWNSHIP OF XENIA
VILLAGE OF BOWERSVILLE
VILLAGE OF CEDARVILLE
VILLAGE OF CLIFTON
VILLAGE OF JAMESTOWN
VILLAGE OF SPRING VALLEY
VILLAGE OF YELLOW SPRINGS
CITY OF BEAVERCREEK
CITY OF BELLBROOK
CITY OF XENIA
COUNTY OF GREENE
TOWNSHIP OF BEAVERCREEK
TOWNSHIP OF CAESARSCREEK
TOWNSHIP OF CEDARVILLE
TOWNSHIP OF NEW JASPER
TOWNSHIP OF SILVERCREEK
TOWNSHIP OF SPRING VALLEY
TOWNSHIP OF SUGARCREEK
TOWNSHIP OF XENIA
VILLAGE OF BOWERSVILLE
VILLAGE OF CEDARVILLE
VILLAGE OF CLIFTON
VILLAGE OF JAMESTOWN
VILLAGE OF SPRING VALLEY
VILLAGE OF YELLOW SPRINGS
CITY OF BEAVERCREEK
CITY OF BELLBROOK
CITY OF XENIA
COUNTY OF GREENE
TOWNSHIP OF BEAVERCREEK
TOWNSHIP OF CAESARSCREEK
TOWNSHIP OF CEDARVILLE
TOWNSHIP OF NEW JASPER
TOWNSHIP OF SILVERCREEK
TOWNSHIP OF SPRING VALLEY
TOWNSHIP OF SUGARCREEK
TOWNSHIP OF XENIA
VILLAGE OF BOWERSVILLE
VILLAGE OF CEDARVILLE
VILLAGE OF CLIFTON
VILLAGE OF JAMESTOWN
VILLAGE OF SPRING VALLEY
VILLAGE OF YELLOW SPRINGS
Municipal Government
18 Active
18
Organizations
BEAVERCREEK TOWNSHIP PARK DISTRICT
BELLBROOK-SUGARCREEK PARK DISTRICT
GREENE COUNTY BOARD OF COMMISSIONERS
GREENE COUNTY BOARD OF DEVELOPMENTAL DISABILITY
GREENE COUNTY PARK DISTRICT
GREENE COUNTY PUBLIC LIBRARY DISTRICT
GREENE COUNTY REGIONAL AIRPORT AUTHORITY
GREENE METROPOLITAN HOUSING AUTHORITY
GREENE SOIL AND WATER CONSERVATION DISTRICT
BEAVERCREEK TOWNSHIP PARK DISTRICT
BELLBROOK-SUGARCREEK PARK DISTRICT
GREENE COUNTY BOARD OF COMMISSIONERS
GREENE COUNTY BOARD OF DEVELOPMENTAL DISABILITY
GREENE COUNTY PARK DISTRICT
GREENE COUNTY PUBLIC LIBRARY DISTRICT
GREENE COUNTY REGIONAL AIRPORT AUTHORITY
GREENE METROPOLITAN HOUSING AUTHORITY
GREENE SOIL AND WATER CONSERVATION DISTRICT
BEAVERCREEK TOWNSHIP PARK DISTRICT
BELLBROOK-SUGARCREEK PARK DISTRICT
GREENE COUNTY BOARD OF COMMISSIONERS
GREENE COUNTY BOARD OF DEVELOPMENTAL DISABILITY
GREENE COUNTY PARK DISTRICT
GREENE COUNTY PUBLIC LIBRARY DISTRICT
GREENE COUNTY REGIONAL AIRPORT AUTHORITY
GREENE METROPOLITAN HOUSING AUTHORITY
GREENE SOIL AND WATER CONSERVATION DISTRICT
Special District
9 Active
9
Organizations
BEAVERCREEK LOCAL SCH DIST
CEDAR CLIFF LOCAL SCH DIST
FAIRBORN CITY SCH DIST
GREENE CO VOC SCHOOL DISTRICT
GREENEVIEW LOCAL SCH DIST
SUGARCREEK LOCAL SCH DIST
XENIA CITY SCH DIST
YELLOW SPGS EX VLG SCHOOL DIST
BEAVERCREEK LOCAL SCH DIST
CEDAR CLIFF LOCAL SCH DIST
FAIRBORN CITY SCH DIST
GREENE CO VOC SCHOOL DISTRICT
GREENEVIEW LOCAL SCH DIST
SUGARCREEK LOCAL SCH DIST
XENIA CITY SCH DIST
YELLOW SPGS EX VLG SCHOOL DIST
BEAVERCREEK LOCAL SCH DIST
CEDAR CLIFF LOCAL SCH DIST
FAIRBORN CITY SCH DIST
GREENE CO VOC SCHOOL DISTRICT
GREENEVIEW LOCAL SCH DIST
SUGARCREEK LOCAL SCH DIST
XENIA CITY SCH DIST
YELLOW SPGS EX VLG SCHOOL DIST
School District
8 Active
8
Organizations
18TH PARALLEL RELIEF
222 PURPLE PENGUINS
2 EDGED SWORD RECOVERY-LLC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS FOR ABILITY
76 DANCE CLUB
Abundant Life Apostolic Ministries
ACADEMY HOCKEY CLUB
ACES ATHLETIC SOCIAL CLUB INC
ADVOCATES 4 ANIMALS FELINE RESCUE AND REHABILITATION INC
AGLOW INTERNATIONAL
AHEPA 113, INC.
A HOUSE OF PRAYER CHURCH
AIR CAMP, INC.
AIR FORCE MATERIALS AND MANUFACTURING ALUMNI ASSOCIATION
AIR FORCE SERGEANTS ASSOC
ALPHA XI DELTA FRATERNITY
ALTERNATE THEATRICAL PRODUCTIONS
18TH PARALLEL RELIEF
222 PURPLE PENGUINS
2 EDGED SWORD RECOVERY-LLC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS FOR ABILITY
76 DANCE CLUB
Abundant Life Apostolic Ministries
ACADEMY HOCKEY CLUB
ACES ATHLETIC SOCIAL CLUB INC
ADVOCATES 4 ANIMALS FELINE RESCUE AND REHABILITATION INC
AGLOW INTERNATIONAL
AHEPA 113, INC.
A HOUSE OF PRAYER CHURCH
AIR CAMP, INC.
AIR FORCE MATERIALS AND MANUFACTURING ALUMNI ASSOCIATION
AIR FORCE SERGEANTS ASSOC
ALPHA XI DELTA FRATERNITY
ALTERNATE THEATRICAL PRODUCTIONS
18TH PARALLEL RELIEF
222 PURPLE PENGUINS
2 EDGED SWORD RECOVERY-LLC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS FOR ABILITY
76 DANCE CLUB
Abundant Life Apostolic Ministries
ACADEMY HOCKEY CLUB
ACES ATHLETIC SOCIAL CLUB INC
ADVOCATES 4 ANIMALS FELINE RESCUE AND REHABILITATION INC
AGLOW INTERNATIONAL
AHEPA 113, INC.
A HOUSE OF PRAYER CHURCH
AIR CAMP, INC.
AIR FORCE MATERIALS AND MANUFACTURING ALUMNI ASSOCIATION
AIR FORCE SERGEANTS ASSOC
ALPHA XI DELTA FRATERNITY
ALTERNATE THEATRICAL PRODUCTIONS
Nonprofit Organization
667 Active
667
Organizations
Community Partners85 organizations
CITY OF BEAVERCREEK
Municipal Government·BEAVERCREEK
CITY OF XENIA
Municipal Government·XENIA
TOWNSHIP OF CAESARSCREEK
Municipal Government·XENIA
TOWNSHIP OF CEDARVILLE
Municipal Government·CEDARVILLE
TOWNSHIP OF SILVERCREEK
Municipal Government·JAMESTOWN
TOWNSHIP OF SPRING VALLEY
Municipal Government·SPRING VALLEY
VILLAGE OF BOWERSVILLE
Municipal Government·BOWERSVILLE
VILLAGE OF CEDARVILLE
Municipal Government·CEDARVILLE
VILLAGE OF CLIFTON
Municipal Government·CLIFTON
VILLAGE OF SPRING VALLEY
Municipal Government·SPRING VALLEY
BEAVERCREEK TOWNSHIP PARK DISTRICT
Special District·BEAVERCREEK
GREENE COUNTY BOARD OF COMMISSIONERS
Special District·XENIA
GREENE COUNTY BOARD OF DEVELOPMENTAL DISABILITY
Special District·XENIA
18TH PARALLEL RELIEF
Nonprofit Organization·Bellbrook
222 PURPLE PENGUINS
Nonprofit Organization·Beavercreek
2 EDGED SWORD RECOVERY-LLC
Nonprofit Organization·Beavercreek
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Beavercreek
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Xenia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Xenia
4 PAWS FOR ABILITY
Nonprofit Organization·XENIA
76 DANCE CLUB
Nonprofit Organization·Beavercreek
Abundant Life Apostolic Ministries
Nonprofit Organization·Bellbrook
ACADEMY HOCKEY CLUB
Nonprofit Organization·Beavercreek
ACES ATHLETIC SOCIAL CLUB INC
Nonprofit Organization·Bellbrook
ADVOCATES 4 ANIMALS FELINE RESCUE AND REHABILITATION INC
Nonprofit Organization·Xenia
AGLOW INTERNATIONAL
Nonprofit Organization·Beavercreek
AHEPA 113, INC.
Nonprofit Organization·BEAVERCREEK
A HOUSE OF PRAYER CHURCH
Nonprofit Organization·XENIA
AIR CAMP, INC.
Nonprofit Organization·BEAVERCREEK
AIR FORCE MATERIALS AND MANUFACTURING ALUMNI ASSOCIATION
Nonprofit Organization·Beavercreek
AIR FORCE SERGEANTS ASSOC
Nonprofit Organization·Xenia
ALPHA XI DELTA FRATERNITY
Nonprofit Organization·Beavercreek
ALTERNATE THEATRICAL PRODUCTIONS
Nonprofit Organization·Beavercreek
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·XENIA
AMATEUR ATHLETIC UNION OF THE US INC
Nonprofit Organization·Beavercreek
AMENY-DIXON EDUCATION GROUP INC
Nonprofit Organization·Xenia
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Xenia
AMERICAN CHRISTIAN FICTION WRITERS INC
Nonprofit Organization·Xenia
AMERICAN HARP SOCIETY
Nonprofit Organization·Xenia
AMERICAN LEGION
Nonprofit Organization·CEDARVILLE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·XENIA
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Beavercreek
AMERICAN LEGION BEAVERCREEK MEM POST 763
Nonprofit Organization·Beavercreek
AMERICAN LEGION POST 95
Nonprofit Organization·Xenia
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·XENIA
AMPLIFY MINISTRIES INC
Nonprofit Organization·BELLBROOK
AMVET
Nonprofit Organization·Xenia
AM VETS POST 14
Nonprofit Organization·XENIA
ANGELA GREATHOUSE NURSING SCHOLARSHIP FUND
Nonprofit Organization·Xenia
ANGEL STAR INSTITUTE INC
Nonprofit Organization·Beavercreek
ANKENEY MIDDLE SCHOOL PTO
Nonprofit Organization·BEAVERCREEK
ANTIQUE AND CLASSIC CAR CLUB OF GREENE COUNTY -THE-
Nonprofit Organization·BEAVERCREEK
Approach International Incorporated
Nonprofit Organization·Beavercreek
ARC OF IOWA
Nonprofit Organization·Beavercreek
ARK FOUNDATION OF DAYTON INC
Nonprofit Organization·Beavercreek
ASSOCIATED GENERAL CONTRACTORS OF
Nonprofit Organization·BEAVERCREEK
ASSOCIATION OF MILITARY INDUSTRIAL ENGINEERS - AMIE
Nonprofit Organization·Beavercreek
ASSOCIATION OF PHILIPPINE PHYSICIANS IN GREATER DAYTON
Nonprofit Organization·Beavercreek
ATHLETES IN ACTION
Nonprofit Organization·XENIA
Athletes In Action Sports Complex and
Nonprofit Organization·Xenia
AWARE OHIO
Nonprofit Organization·Xenia
BALLBUSTER CHARITY GOLF
Nonprofit Organization·XENIA
BATTA CATS
Nonprofit Organization·SPRING VALLEY