President, Portfolio Manager & CIO · Demarche
Timothy J. Marchesi
CRD 3241095 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Demarche, an SEC-registered asset manager based in Overland Park, KS with $228 million in regulatory assets, lists Timothy J. Marchesi on its Form ADV as President, Portfolio Manager & CIO, a control person. The SEC filings also name Timothy at 1 other registered adviser.
Firms and roles
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Adam J StrumpfChief Compliance Officer, Demarche
- Fred V CornwellChief Administrative Officer, Demarche
- Thomas C. WoolwineVice Chairman, Owner, Demarche
- Donald H LennardSenior Consultant, Demarche
- Travis C. NewmanFormer Employee, Demarche
6 more people named with Timothy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.