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Home > Retirement Planners > pennsylvania > butler > BENNETT ASSOCIATES WEALTH MANAGEMENT
BENNETT ASSOCIATES WEALTH MANAGEMENT
122 S Washington Street
Butler, Pennsylvania 16001
Tel: 724-602-0075
About BENNETT ASSOCIATES WEALTH MANAGEMENT
BENNETT ASSOCIATES WEALTH MANAGEMENT, formally registered with the SEC as BENNETT ASSOCIATES WEALTH MANAGEMENT. The firm was established in 11/30/2022. They have over 2 offices throughout the country.
BENNETT ASSOCIATES WEALTH MANAGEMENT is a Butler, Pennsylvania based Financial Planning firm with nearly $123,737,222 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323846 |
| SEC# | 801-126966 |
| Assets Managed by Firm | $123,737,222 |
| No. of Clients | 549 |
| No. of Advisors | 3 |
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 | 549 | $123,737,222 |
| Individuals (other than high net worth individuals) | 132 | $53,594,513 |
| High net worth individuals | 33 | $68,929,683 |
| Corporations or other businesses | 1 | $1,213,026 |
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