Marc
Dion
Morgan Dempsey Capital Management LLC
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About this Advisor
Marc Dion is a financial advisor based in Menomonee Falls, Wisconsin, working with Morgan Dempsey Capital Management LLC. Marc has previously held a position at Morgan Dempsey Capital Management. Marc has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Marc is part of Morgan Dempsey Capital Management LLC, which operates out of Menomonee Falls, Wisconsin. The firm has one office and seven employees. The firm manages assets totaling $345.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Morgan Dempsey Capital Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Dempsey Capital Management LLC Brokerage Details
$345,754,439
7
705
$490,432
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Marc Dion Work History
Morgan Dempsey Capital Management
Disclosures
Please visit the SEC profile of Marc Dion 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 Morgan Dempsey Capital Management LLC
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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