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| Happy Holidays!! thanks for using AUM13F!! |
| Bennington Financial Planning Group
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|---|---|
| CRD # | 116302 |
| SEC # | 801-118801 |
| CIK # | |
| AUM | $223.8 M (2025-03-20) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 802-447-1530 |
| Address | 207 West Main Street Bennington, VT 05201 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 79.9 |
| (b) Individuals (high net worth individuals) | 108 | 129.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 12.9 |
| (i) State or municipal government entities | 2 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 690 | 223.8 |
| By Discretionary | ||
| Discretionary | 654 | 214.3 |
| Non-Discretionary | 36 | 9.5 |
| Total | 690 | 223.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.8 | |
| Total | 690 | 223.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bradley & Company Private Wealth Management LLC
✚
|
0.2 | |
|
TrueWealth Financial Partners LLC
✚
|
WA | 0.2 |
|
Game Plan Financial Advisors LLC
✚
|
OH | 0.2 |
|
Ridge Creek Global Inc
✚
|
0.2 | |
|
Pollock Investment Advisory Corporation
✚
|
0.2 | |
|
Equity Wealth Partners LLC
✚
|
MO | 0.2 |
|
Westhampton Capital LLC
✚
|
NC | 0.2 |
|
Wharton Midmarket Investment Advisors Inc
✚
|
CT | 0.2 |
|
Cassedy Financial Group Inc
✚
|
FL | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |