1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

Map pinPUNTA GORDA, FL
Phone941-391-8000
NotebookSEC #801-113500
Total AUM
$877.4M
Employees
14
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
252 WEST MARION AVENUE
SUITE 200
PUNTA GORDA
FL 33950
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
941-391-8000

ReceiptFinancials

Total AUM
$877.4M
Accounts
2,300
Discretionary
$760M
Accounts
1,742
Non-Discretionary
$117.4M
Accounts
558

ContactClients

View more in analytics →

Individual Clients
394
AUM
$184.5M
HNW Individual Clients
236
AUM
$678M
Pension/Profit Sharing Plan Clients
14
AUM
$1.8M
Charitable Organization Clients
5
AUM
$11.7M
Corporation or Business Clients
4
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMAMEMIMNNCNHNJNYOHSCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account