E. DEMMLER AND ASSOCIATES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CASTRO VALLEY, California
CRD number
116281
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • EUGENE DEMMLER

    Managing PrincipalCRD 2287848

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth