Demeter Advisory Group, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
147602
Registered since
November 19, 2008

Firm profile

FINTRX

Assets & Accounts

Demeter Advisory Group, LLC is organized as a limited liability company and is listed as SEC-registered in 2008. Ownership is recorded as a mix of a domestic entity and an individual. FINTRX flags the firm as unclassified and notes it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX shows no client relationships or assets under management for the firm: the record lists 0 clients with an average client size of $0.00. Those entries indicate that the platform does not report any active accounts or AUM for this entity.

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
  • Jeff Menashe

    Jeff Menashe

    Founder and CEOCRD 2667024

Contacts

2 of 2
  • Elizabeth Collins

    FinOpCRD 4714831

  • David Scheid

    David Scheid

    Managing DirectorCRD 5824410

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth