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 is SEC-registered, with registration dating to 2008. FINTRX classifies the firm as unclassified and lists the owner type as a mix of a domestic entity and an individual. The dataset indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated a multi-state adviser, pension consultant, or related adviser. Public disclosures in FINTRX are minimal: the firm did not provide information on business activities, advisory services, fee structure, or client segments, and FINTRX explicitly notes that Demeter Advisory Group did not supply details on activities and affiliations. That limited transparency constrains any detailed read on target client types, distribution strategy, or specialization.
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 1JEFF 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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