Dean Takayuki Umemoto

Employer firm

Mclean Asset Management Corp. CRD 108067

$994M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1984 → Present
  Mclean Asset Management Corp.
  Mclean, VA

Other Businesses

Since June 2016, I have been a silent partner of inStream Solutions, LLC, a non-investment related company located in Washington DC. The firm is a software company which develops financial planning software for use by investment advisors and other financial serviced professionals. I have no duties and devote 0 hours per month to this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-03
• S63 Uniform Securities Agent State Law Examination
  1980-05-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Dean T Umemoto