Deimark Corp
Firm details
- Headquarters
- Rancho Cucamonga, California
- CRD number
- 289280
- Website
- www.deilycpa.com
- Fee structure
- Commissions
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Deimark Corp operates as a corporation with a focus on investment activities, primarily serving as a capital allocator. The firm engages in various business activities, including functioning as an insurance broker and accountant. Its advisory services are centered around the selection of other advisers, indicating a strategy that leverages external expertise to meet client needs. Deimark Corp does not actively pursue ESG investments and is not classified as a multi-state adviser, suggesting a more localized approach to its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Mark Deily
Chief Executive OfficerCRD 4253301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rancho Cucamonga, CA
San Bernardino
Location
Rancho Cucamonga, CA
Headquartered in Rancho Cucamonga, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 9121 Haven Ave
- Time zone
- PT (UTC-8)
- Office locations
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