DEMARS FINANCIAL GROUP LLC
Firm details
- Headquarters
- SPOKANE VALLEY, Washington
- CRD number
- 116257
- Registered since
- April 19, 2018
- Website
- www.demarsfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.3%
- Individuals23.65%
- Other0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Demars Financial Group LLC is an independent, SEC-registered registered investment adviser formed in 2018 and owned by an individual. The firm serves individual and family clients and functions as a capital allocator: it provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services (listed on its advisory activities). Its business registration also identifies accounting as a firm activity. Fees are charged as a percentage of assets under management and via hourly billing. The firm does not profile itself as an active ESG investor and is not listed as a multi-state adviser.
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
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities26%
- Private Funds4%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 4BRENT SEARS
Investment Advisor RepresentativeCRD 3256584
Taylor Demars
Financial PlannerCRD 6733554
Richard Kennedy
ConsultantCRD 8195832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$258M in ETFs
99%
$255M
1%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $46.9M | 623,705 | 18.19% |
Location
SPOKANE VALLEY, WA
SPOKANE
Location
SPOKANE VALLEY, WA
Headquartered in SPOKANE VALLEY, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 420 N Evergreen Rd
- Time zone
- PT (UTC-8)
- Office locations
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