E. DEMMLER AND ASSOCIATES
Firm details
- Headquarters
- CASTRO VALLEY, California
- CRD number
- 116281
- Website
- www.edemmler.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
E. Demmler And Associates is a small, domestically organized sole proprietorship that operates primarily through broker-dealer and insurance channels. The firm combines transactional product distribution with advisory work: it functions as a registered representative and insurance broker while offering financial planning, pension consulting services and educational seminars. Fee arrangements are simple and client-facing, built around hourly charges and fixed fees rather than percentage-based asset management mandates. Investment activity centers on packaged retail products such as mutual funds and annuities, supplemented by allocations into third-party alternative strategies. The firm does not position itself as a capital allocator; instead it sources outside managers and private offerings for clients when those solutions fit a client’s goals. E. Demmler And Associates is not identified as an active ESG investor and maintains a single-state operating footprint.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1EUGENE DEMMLER
Managing PrincipalCRD 2287848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CASTRO VALLEY, CA
ALAMEDA
Location
CASTRO VALLEY, CA
Headquartered in CASTRO VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 20284 Redwood Rd
- Time zone
- PT (UTC-8)
- Office locations
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