Michael
Demko
Allworth Financial, L.P
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About this Advisor
Michael Demko is a financial advisor operating out of Campbell, California with 4 years of industry experience. Demko works at Allworth Financial, L.P. Demko has gained experience at Allworth Financial, L.P, Siena Wealth Management, Inc and Lwi Financial, Inc. Demko has a Series 63 license, designating them as a securities broker, and can serve investors in California. Allworth Financial, L.P is a business that has its headquarters in Folsom, CA. The firm has offices in 26 locations and a total of 343 advisors. It oversees $15 billion in assets under management among its 49,892 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 49,892 client accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. Allworth Financial, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely are based on which services are provided. However, fee types charged by Allworth Financial, L.P likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$14,880,814,526
343
49,892
$298,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Demko Work History
Michael has been registered as a financial advisor for 4 years.*
Allworth Financial, L.P
Siena Wealth Management, Inc
Lwi Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Demko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allworth Financial, L.P
Sacramento, CA
Sacramento, CA
Houston, TX
Folsom, CA
Folsom, CA
Cincinnati, OH
Folsom, CA
Folsom, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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