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Building 2BENTLEY WEALTH ADVISORS, LLC

Map pinWARWICK, RI
Phone401-921-2002
NotebookSEC #801-68967
Total AUM
$49.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 METRO CENTER BLVD
SUITE 3000
WARWICK
RI 02886
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
401-921-2002

ReceiptFinancials

Total AUM
$49.4M
Accounts
137
Discretionary
$49.4M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MARI

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

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