Overview
Assets Under Management: $501 million
Headquarters: PUNTA GORDA, FL
High-Net-Worth Clients: 194
Average Client Assets: $2.4 million
Frequently Asked Questions
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT 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 #297378), LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT is headquartered in PUNTA GORDA, FL.
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT serves 194 high-net-worth clients according to their SEC filing dated October 23, 2018. View client details ↓
According to their SEC Form ADV, LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT manages $501 million in client assets according to their SEC filing dated October 23, 2018.
According to their SEC Form ADV, LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.55%
Average Client Assets: $2.4 million
Total Client Accounts: 1,781
Discretionary Accounts: 1,566
Non-Discretionary Accounts: 215
Regulatory Filings
CRD Number: 297378
Filing ID: 1244754
Last Filing Date: 2018-10-23 09:32:00