$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonRidge +more
- Established Date
- 02-27-2009
- Office Locations
- 1
Office Locations
800 Turnpike Street Suite 300 North Andover MA
About Demers Financial Planning
Demers Financial Planning is a North Andover, MA fee-only RIA led by CFP Maureen Demers, focused on holistic retirement planning for individuals and families. The firm provides fiduciary, commission-free guidance on retirement income, taxes, healthcare and Social Security, alongside ongoing investment management typically using ETFs and public funds; custody includes Charles Schwab.
Team overview
57 AVG AGE
$25.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
North vital Capital
Client Personas
Alpha zenith Catalyst
Custodian
Oak crest Catalyst Ember Harbor focus Eagle
Fund Managers
Radial
Investment Themes
Ember element Unison
Investment Vehicles
Peak summit
Platform
Signal
Services
Ridge Radial summit Harbor Capital Atlas momentum Vital foundation Crest Glacier Insight zenith Optima Beacon pioneer Element pathway Momentum Foundation
Technology
Timber Atlas atlas Ember Horizon
Owner & Executives
MAUREEN MARY DEMERS
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2835045
- Ownership
- 75% or more
(324) 576-7359
pathway.vital@legacycapital.com
in linkedin.com/in/peak-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,671,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,671,919 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,671,919
Equity - Exchange:
18.2% Public Funds:
31.2% U.S. Government/Agency:
42.5% Cash:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $374,232,416 | 18.2% |
| Public Funds | $641,541,284 | 31.2% |
| U.S. Government/Agency | $873,894,377 | 42.5% |
| Cash | $166,553,987 | 8.1% |
| Total | $2,056,222,064 | 100.0% |