Dean Investment Associates

Company Profile

Dean Investment Associates is an investment advisor in Beavercreek with $744.34 mm assets under management.

Website

Incorporated

Location

Fiscal year end

Former names

Dean C H & Associates Inc

SEC CIK

IRS number

310861689

SEC advisor number

801-9895

FINRA CRD number

104635

AUM ?

$744.34 mm (as of 29 Mar 22)

Accounts

523 (as of 29 Mar 22)

Employees

10 (6 investment advisory or research)

Address

Dean Investment Associates
3500 PENTAGON BLVD, SUITE 200
BEAVERCREEK
OH 45431

Office hours

Monday - Friday, 8:00 AM - 5:00 PM

Phone

8003273656

Brochures

Owner	Title	From	%Ownership
Miller, Stephen, Michael	President, CEO	11/2003	< 5%
Rindler, Debra, Elizabeth	Secretary/treasurer/chief Compliance Officer/chief Financial Officer	10/2005	< 5%
C.H. Dean, LLC	LLC Member	12/2012	> 75%
Dean, Dennis, Duane	Trustee	03/2014	> 75%
Dean, Terence, Maxwell	Trustee	03/2016	> 75%
the C.H. Dean Companies, LLC	LLC Member	12/2012	> 75%
Dean, Dennis, Duane	Director	11/2003	< 5%
Miller, Pamala, Jane	Vice President, Chief Operating Officer	02/2016	< 5%
Terence M. Dean Revocable Trust U/a Dated December 2, 2015, As Last Amended	LLC Member	03/2016	25-50%
Dennis D. Dean 2014 Amended Revocable Trust Agreement Dated March 27, 2014	LLC Member	03/2016	25-50%
Miller, Stephen, Michael	Elected Manager, President	03/2017