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

Overview

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

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