CRD: 120106
Demming Financial Services Corp.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Demming Financial Services Corp.
Demming Financial Services and Planning provides CFP®-led financial planning and ongoing asset management for individuals and families, including business owners, corporate/sales executives, healthcare professionals, retirees, and widowed/divorced spouses. The firm advises on cash flow, taxes, insurance, debt and retirement planning, and manages portfolios with an asset-allocation and risk-management focus using mutual funds and ETFs. Custodies with Charles Schwab and offers a no-cost introductory conversation.
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Investment Themes
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Owner & Executives
DAVID WILLIAM DEMMING
Certified Financial Planner, President
- CRD
- #854343
- Ownership
- 50% but less than 75%
DAVID WILLIAM DEMMING JR
VICE PRESIDENT
- CRD
- #4642088
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Ryan James Coulter
--
- CRD
- #6792198
Jacob Thomas Smail
Financial Planning Associate
- CRD
- #7692062
Showing 2 of 5 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,718,034 | $209,330 |
| Non-Discretionary | $0 | -- |
| Total | $675,718,034 | $209,330 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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