Demarche

RIASEC RegisteredEst. 1976
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
13

Firm details

Headquarters
Overland Park, Kansas
CRD number
105500
Registered since
April 30, 1976
Fee structure
Hourly Charges, Fixed Fees
Services
Pension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Demarche is an institutional registered investment adviser organized as a corporation and registered with the SEC since 1976. The firm serves institutional clients and functions as a capital allocator and pension consultant. Its advisory services include pension consulting, manager selection, publication of periodicals or newsletters, and delivery of educational seminars and workshops. Fee arrangements reported include hourly charges and fixed fees. The firm indicates it is not an active ESG investor and does not operate as a multi-state adviser. Demarche also holds industry roles beyond advisory work — acting as an investment adviser and sponsor, and serving as a general partner or managing member of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • Timothy Marchesi

    Timothy Marchesi

    Chairman, President and Chief Executive OfficerCRD 3241095

  • Fred Cornwell

    Fred Cornwell

    Chief Administrative OfficerCRD 6773546

Contacts

3 of 11
  • Mark Andes

    Mark Andes

    Manager of Investment ResearchCRD 6884973

  • Michael Marsh

    Michael Marsh

    Senior Investment ConsultantCRD 4964010

  • Thomas Woolwine

    Thomas Woolwine

    PresidentCRD 2600807

Unlock 8 more contacts

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

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
10975 Grandview Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth