DEAN INVESTMENT ASSOCIATES, LLC

DEAN INVESTMENTS

BEAVERCREEK, Ohio·3 registered advisors·CRD# 104635

SEC# 801-98950937-222-9531

01

Firm Overview

AUM

$890M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Compensation

Percentage of AUM

Other: SPECIAL PROJECT FEES AS REQUESTED

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DEAN INVESTMENT ASSOCIATES, LLC

3 registered advisors

Dennis Duane Dean

BEAVERCREEK, Ohio

Ronald Alan Best

BEAVERCREEK, Ohio

Terence Maxwell Dean

BEAVERCREEK, Ohio

05

Office Locations

BEAVERCREEK, Ohio

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Data sourced from SEC Form ADV filings. DEAN INVESTMENT ASSOCIATES, LLC (CRD# 104635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.