Demeter Advisory Group, LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 147602
- Registered since
- November 19, 2008
- Website
- www.demeteradvisorygroup.com
Firm profile
FINTRXOverview
Demeter Advisory Group, LLC is organized as a limited liability company and has been SEC-registered since 2008. The firm's ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and flags that it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The record indicates the firm is not a related adviser and is not newly formed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeff Menashe
Founder and CEOCRD 2667024
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831
David Scheid
Managing DirectorCRD 5824410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1508 Bay Rd
- Time zone
- ET (UTC-5)
- Office locations
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