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Building 2BENTHAM WEALTH ADVISORS

Map pinWILLIAMSVILLE, NY
Phone(716) 580-1500
NotebookSEC #801-130680
Total AUM
$110.1M
Employees
2
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 INTERNATIONAL DR
SUITE 100
WILLIAMSVILLE
NY 14221
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(716) 580-1500

ReceiptFinancials

Total AUM
$110.1M
Accounts
552
Discretionary
$110.1M
Accounts
552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$49.5M
HNW Individual Clients
23
AUM
$57.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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