Demarche Associates Inc (Merriam)

Name: Demarche Associates Inc
Address: 6700 Antioch Road, Merriam, KS, 66204 1497
Telephone: [913] 384-4994

Demarche Associates Inc is a pension cosultant based in Merriam. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.

Demarche Associates provides pension consulting services, selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and corporate finance/ investor relations consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Demarche Associates Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Demarche Associates Inc

The company employs 25 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Demarche Associates Inc is owned by Donald H Lennard. Thomas I Gill has been acting as President since 1 Dec 1988. James Frederick Dykstal joined the executive team most recently as the Senior Consultant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Frank Marchesi	Chairman-ceo-director	1 Dec 1988	75% - 100%	2346628
Thomas I Gill	Director	1 Dec 1988	Other	4341643
Carter Ridgely Harrison	Evp-director	1 Dec 1988	Other	2346626
Mark Joseph Donaldson	Cco	1 Mar 1993	Other	2346627
Eric L Hansen	Director	1 Aug 1995	Other	4341648
William Miskell	Coo	1 Jun 1997	Other	2617508
Thomas Woolwine	Evp-director	1 Jan 2001	Other	2600807
William Miskell	Evp-coo-director	1 Mar 2002	Other	2617508
Thomas Conrad Woolwine	Vice chairman	1 Mar 2005	Other	2600807
Robert Joseph Duwa	Director, senior consultant- practice leader	1 Mar 2005	Other	2931296
Stephen D Farrell	Cco	1 Sep 2005	Other	2600322
Scott Charles Johnson	Chief compliance officer	1 Dec 2008	Other	2976687
Timothy John Marchesi	Director, senior consultant	1 Dec 2008	Other	3241095
Travis Christian Newman	Chief compliance officer	1 Apr 2011	Other	5915884
Adam J Strumpf	Chief compliance officer	1 May 2011	Other	4529457
Timothy John Marchesi	President, ceo, director	1 May 2012	Other	3241095
Marchesi Robert Frank Trust	Member	1 Feb 2015	75% - 100%	2346628
Timothy John Marchesi	Chairman, president, ceo	1 Feb 2015	Other	3241095
Robert F. Marchesi Irrevocable Subchapter S Trust	Owner	1 Feb 2015	75% - 100%	81-6863383
The Robert F. Marchesi Family Trust	Owner	1 Feb 2015	75% - 100%	47-6922945
Fred V Cornwell	Chief administrative officer	1 May 2015	Other	6773546
Donald H Lennard	Owner	1 Dec 2015	Other	4530485
Travis Christian Newman	Owner	1 Jan 2016	Other	5915884
James Frederick Dykstal	Senior consultant	1 Jan 2018	Other	2767189

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christine Marchesi Rudicile	Trustee	1 Feb 2015	Other	4379323
Julie Anne Marchesi	Trustee	1 Feb 2015	Other	4379315

Based in Merriam

The principal office where Demarche Associates Inc performs its advisory services is located at 6700 Antioch Road, Merriam, KS 66204 1497, 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 [913] 384-4994. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at demarche.com.