Demeter Advisory Group, LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 147602
- Registered since
- November 19, 2008
- Website
- www.demeteradvisorygroup.com
Firm profile
FINTRXOverview
Demeter Advisory Group, LLC is organized as a limited liability company and has been SEC-registered since 2008. Ownership is reported as a combination of a domestic entity and an individual. In FINTRX's snapshot the firm is listed as "unclassified" and several operational attributes are flagged negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser or newly formed adviser. The source profile does not provide detail on client segments, fee schedules, specific advisory activities, or business lines. The limited public dataset suggests the firm maintains a basic regulatory footprint but has not disclosed further operational or investment strategy detail into this registry.
Assets & Accounts
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 1
Jeff Menashe
Founder and CEOCRD 2667024
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831

David Scheid
Managing DirectorCRD 5824410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1508 Bay Rd
- Time zone
- ET (UTC-5)
- Office locations
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