Overview
Assets Under Management: $184 million
Headquarters: BENNINGTON, VT
High-Net-Worth Clients: 108
Average Client Assets: $1 million
Frequently Asked Questions
BENNINGTON FINANCIAL PLANNING GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116302), BENNINGTON FINANCIAL PLANNING GROUP is subject to fiduciary duty under federal law.
BENNINGTON FINANCIAL PLANNING GROUP is headquartered in BENNINGTON, VT.
BENNINGTON FINANCIAL PLANNING GROUP serves 108 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, BENNINGTON FINANCIAL PLANNING GROUP offers financial planning and portfolio management for individuals. View all service details ↓
BENNINGTON FINANCIAL PLANNING GROUP manages $184 million in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, BENNINGTON FINANCIAL PLANNING GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.79
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 642
Discretionary Accounts: 609
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 116302
Last Filing Date: 2025-01-03 00:00:00
Website: https://dbmckenna.com