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David Theodore Demars

DEMARS FINANCIAL GROUP LLC·SPOKANE VALLEY, Washington
Clean recordDEMARS FINANCIAL GROUP LLC
420 N EVERGREEN, SPOKANE VALLEY, WA 99216CRD# 2903749Firm CRD# 116257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Theodore Demars · SPOKANE VALLEY, WA
Registration
CRD #2903749 · DEMARS FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Theodore Demars is a registered financial advisor based in SPOKANE VALLEY, Washington, affiliated with DEMARS FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DEMARS FINANCIAL GROUP LLC
DEMARS FINANCIAL GROUP LLC
AUM
$232M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DEMARS FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2903749
Firm CRD# 116257
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Theodore Demars offer?
David Theodore Demars specializes in Financial Planning, Investment Management. Contact their office in SPOKANE VALLEY, Washington for a consultation.
What are David Theodore Demars's credentials?
David Theodore Demars is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Theodore Demars located?
David Theodore Demars is based in SPOKANE VALLEY, Washington, working with DEMARS FINANCIAL GROUP LLC. Their office serves clients in the SPOKANE VALLEY metropolitan area and surrounding communities.
How does David Theodore Demars charge for services?
David Theodore Demars's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEMARS FINANCIAL GROUP LLC?
DEMARS FINANCIAL GROUP LLC has approximately 3 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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