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Building 2BENNINGTON FINANCIAL PLANNING GROUP

Map pinBENNINGTON, VT
Phone802-447-1530
NotebookSEC #801-118801
Total AUM
$281.5M
Employees
3
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
207 WEST MAIN STREET
BENNINGTON
VT 05201
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
802-447-1530

ReceiptFinancials

Total AUM
$281.5M
Accounts
758
Discretionary
$268M
Accounts
719
Non-Discretionary
$13.5M
Accounts
39

ContactClients

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Individual Clients
256
AUM
$94.4M
HNW Individual Clients
120
AUM
$168.4M
Charitable Organization Clients
6
AUM
$14.5M
Government Entity Clients
2
AUM
$1.6M
Corporation or Business Clients
2
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENCNHNYVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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