RIA Intel›Advisers›Vermont›DEMPSEY INVESTMENT MANAGEMENT, LLC

DEMPSEY INVESTMENT MANAGEMENT, LLC

Advisory

N·SOUTH BURLINGTON, VT

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM
$146M
1-Year AUM Growth
+9.2%
3-Year CAGR
+3.1%
Employees
1
Assets Under Management
Total AUM$146M
Discretionary AUM$146M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients146
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record4
First FilingMar 9, 2023
Latest FilingMar 21, 2024
🔒 Full AUM trend chart and 4 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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