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Deem Asset Management

Deem Asset Management. CRD 315845

Deem Asset Management logo

CRD: 315845

Deem Asset Management

Uniontown, OH
3306851975
deemasset.com
$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Radial pathway
Established Date
02-16-2022
Office Locations
1

Office Locations

-- Uniontown OH

About Deem Asset Management

Deem Asset Management is a boutique RIA providing discretionary portfolio management and flexible planning/consulting for individuals and corporations, including DIY investors. Portfolios use stocks, ETFs, mutual funds, and fixed income across retirement, brokerage, and trust accounts (Schwab-custodied). Founder Anthony J. Deem brings 19 years in equity research and investor relations and also develops equity-research software; the firm also offers AI consulting and custom tool development.

Team overview

39 AVG AGE
$11.3M AVG AUM / ADVISOR
$269.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Pathway prime Quantum Unison ridge Capital ember

Client Personas

Meridian peak

Custodian

Insight quantum Radial insight Atlas unison

Investment Themes

Focus focus Meridian

Investment Vehicles

Peak catalyst

Services

Prime value Delta pioneer Fusion Catalyst beacon Vital ridge Element Meridian Radial

Technology

Value vector

Owner & Executives

ANTHONY J DEEM

ANTHONY J DEEM

Chief Compliance Officer, President

CRD
#5404769
Ownership
75% or more
(298) 601-5064
vertex.beacon@signalcapital.com
in linkedin.com/in/catalyst-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,296,657 --
Non-Discretionary $0 --
Total $11,296,657 --

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Separately Managed Accounts

Total SMA Asset: $11,296,657

$11.3M Total SMA
Public Funds:
16.4%
Equity - Exchange:
60.3%
Municipal Bonds:
23.3%
Asset class Assets Assets %
Public Funds $1,231,265,821 16.4%
Equity - Exchange $4,527,154,208 60.3%
Municipal Bonds $1,749,298,392 23.3%
Total $7,507,718,421 100.0%

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