Demeter Advisory Group, LLC

Broker-DealerFINRA Member
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 is owned by a domestic entity and an individual. The FINTRX snapshot classifies the firm as "Unclassified" and provides only a few operational attributes: it is not listed as a capital allocator, it does not identify as an active ESG investor, it is not marked as a multi-state adviser, and it is not described as a pension consultant or a related adviser. Available records for the firm contain minimal detail about its business model. There is no summary of fee arrangements, client segments, or specific advisory activities in the provided data.

Assets & Accounts

Location & Offices

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