Demull Financial
Firm details
- Headquarters
- Lansing, Michigan
- CRD number
- 344037
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Demull Financial is a Michigan-based limited liability company that provides advisory services to individuals, small businesses, and institutional clients. The firm lists financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, and pension consulting among its service offerings. Its compensation structure includes both asset-based fees and fixed-fee arrangements. Ownership is reported as a mix of a domestic entity and an individual, and the firm identifies industry ties with accounting and insurance firms. Demull Financial does not flag itself as an active ESG investor, does not describe itself as a multi-state adviser, and is not designated as a capital allocator.
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
Location
Lansing, MI
Ingham
Location
Lansing, MI
Headquartered in Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 2624 Lake Lansing Rd
- Time zone
- ET (UTC-5)
- Office locations
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