Dean Investment Associates is an investment advisor in Beavercreek with $744.34 mm assets under management.
Company profile
Website
Employees
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
3500 PENTAGON BLVD, SUITE 200
BEAVERCREEK
OH 45431
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
8003273656
Ownership
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 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21