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Home > Retirement Planners > illinois > downers grove > BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP
1385 Warren Ave.
Suite A
Downers Grove, Illinois 60515
Tel: 630-541-6363
About BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP, formally registered with the SEC as BENTLEY FINANCIAL GROUP. The firm was established in 01/19/2021. They have over 3 offices throughout the country.
BENTLEY FINANCIAL GROUP is a Downers Grove, Illinois based Financial Planning firm with nearly $321,000,000 assets under management, offering retirement planning & investment advisory services to 920 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172474 |
| SEC# | 801-120187 |
| Assets Managed by Firm | $321,000,000 |
| No. of Clients | 920 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 920 | $321,000,000 |
| Individuals (other than high net worth individuals) | 493 | $321,000,000 |
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