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DEETER ADVISORY GROUP, LLC
CRD 153818 · SEC 801-71424
411 TERRACE PLACE, SUITE 3, TERRACE PARK, OH, 45174, United States
Phone
513-289-5056
Fax
513-407-3213
Registration
— (—)
Source
State registered
Total AUM
$114.3M
Discretionary AUM
$114.3M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $111.4M |
| Pension/profit sharing plans | 2 | $2.6M |
| Charitable organizations | 1 | $266K |
All web addresses on file
Official SEC filing: View on IAPD