Matthew
Wallace

Dean Investments

CRD#6574773
Investment Advisor
in Dayton, OH

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About this Advisor

Matthew Wallace is a financial advisor who works out of Dayton, Ohio with 8 years of relevant experience. Wallace is an employee of Dean Investments. They have spent the entirety of their career at Dean Investments. Wallace has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Ohio. Dean Investments is a company operating out of Dayton, OH. It controls $768 million in assets across its 549 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to 10 charities and foundations. Of its 549 client accounts, just 14% are held by high-net-worth investors who have more than $1 million in assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fees vary depending on which service is offered. However, fee types billed by Dean Investments can consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

3500 Pentagon Boulevard, Suite 200
Dayton, OH 45431

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Dean Investments Brokerage Details

Total Assets Under Management

$768,423,575

OH Average: $2,106,341,625
Total Number of Employees

10

OH Average: 34
Total Number of Accounts

549

OH Average: 1,972
Average Account Size

$1,399,679

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Matthew Wallace Work History

Matthew has been registered as a financial advisor for 8 years.*

2008 - Present (16 years)

C.H. Dean, LLC

*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 Matthew Wallace 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 Dean Investments

Edward Wright
Dayton, OH
Matthew Wallace
Dayton, OH
Beth Verdoorn
Dayton, OH
Stephen Miller
Dayton, OH

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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