Demeter Advisory Group, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
147602
Registered since
November 19, 2008

Firm profile

FINTRX

Overview

Demeter Advisory Group, LLC is organized as a limited liability company and has been SEC-registered since 2008. Public filings list ownership as a combination of a domestic entity and an individual. The firm’s regulatory profile in the source dataset is sparse: it is classified as unclassified, does not identify itself as a capital allocator, is not marked as an active ESG investor, and is not reported as a multi-state adviser, pension consultant, or related adviser. Little to no information about its advisory activities, fee structure, or client segments is available in the provided record.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeff Menashe

    Jeff Menashe

    Founder and CEOCRD 2667024

Contacts

2 of 2
  • Elizabeth Collins

    FinOpCRD 4714831

  • David Scheid

    David Scheid

    Managing DirectorCRD 5824410

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth