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Home > Retirement Planners > vermont > bennington > BENNINGTON FINANCIAL PLANNING GROUP
BENNINGTON FINANCIAL PLANNING GROUP
207 West Main Street
Bennington, Vermont 05201
Tel: 802-447-1530
About BENNINGTON FINANCIAL PLANNING GROUP
BENNINGTON FINANCIAL PLANNING GROUP, formally registered with the SEC as BENNINGTON FINANCIAL PLANNING GROUP. The firm was established in 05/27/2020. They have over 1 offices throughout the country.
BENNINGTON FINANCIAL PLANNING GROUP is a Bennington, Vermont based Financial Planning firm with nearly $183,736,565 assets under management, offering retirement planning & investment advisory services to 642 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116302 |
| SEC# | 801-118801 |
| Assets Managed by Firm | $183,736,565 |
| No. of Clients | 642 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 642 | $183,736,565 |
| Individuals (other than high net worth individuals) | 222 | $70,159,157 |
| High net worth individuals | 94 | $100,049,962 |
| Charitable organizations | 8 | $12,077,681 |
| Corporations or other businesses | 1 | $477,171 |
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