DEIMARK CORP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
RANCHO CUCAMONGA, California
CRD number
289280
Fee structure
Commissions
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARK DEILY

    Chief Executive OfficerCRD 4253301

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth