Dean Financial Services

EST. AUM
$382,008,860

CONTACTS
3

CLIENT ACCOUNTS
525

Firm Details

Metro area Columbus
CRD Number 129679
Website chdean.com
Client types

Overview

C.H. Dean, LLC is a privately held investment and wealth management firm headquartered in Dayton, Ohio. With a history dating back to 1924, the firm provides integrated investment solutions and financial planning services to individuals, families, institutions, and charitable organizations. As a Registered Investment Adviser (RIA), C.H. Dean specializes in disciplined, long-term investment strategies that emphasize capital preservation, risk-adjusted returns, and tailored portfolio construction.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dean Financial Services

Platform Details

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