DEETER ADVISORY GROUP, LLC

RIASEC Registered

Total AUM

$114M

Discretionary

$114M

100% of AUM

Avg account

$305K

Accounts

375

Employees

Advisory reps

Firm details

Headquarters: TERRACE PARK, Ohio
CRD number: 153818
Website: www.deeteradvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals97.48%
Pension & Profit Sharing Plans2.29%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Deeter Advisory Group, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm caters to a diverse client base, including both individuals and families as well as institutional clients. Deeter Advisory Group provides a range of services, including financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not actively engage in ESG investing and operates on a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.