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Demers Conniee Elaine (Columbus)


Demers Conniee Elaine is a large advisory firm based in Columbus. It manages $69.27 million of regulatory assets for 323 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.




Demers Conniee Elaine provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Demers Conniee Elaine: assets under management

The assets under management (AUM) of Demers Conniee Elaine is $69.27 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.16 million in discretionary accounts and $12.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $97.66 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Demers Conniee Elaine for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Demers Conniee Elaine performs its advisory services is located at 2929 Kenny Road, Ste 190, Columbus, OH 43221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-451-4505 or by fax 614-451-5356. The normal business hours are mon through thurs 9am to 5pm; friday 9am to 2pm on Monday - Friday.


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