9AT: DEMERS FINANCIAL PLANNING

DEMERS FINANCIAL PLANNING

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As of Date	05/12/2026
Websites

AUM^*	150,996,334 6%
of that, discretionary	150,996,334 813%
Number of Employees	3 200%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	553,100 -23%
High Net Worth	60.32% 54%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals

- Financial planning services
- Portfolio management for individuals and/or small businesses

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

125M 107M 90M 72M 54M 36M 18M

2026

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}