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| Bennington Financial Planning Group
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|
|---|---|
| CRD # | 116302 |
| SEC # | 801-118801 |
| CIK # | |
| AUM | $183.7 MM (2024-03-28) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 802-447-1530 |
| Address | 207 West Main Street Bennington, VT 05201 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 70.2 |
| (b) Individuals (high net worth individuals) | 94 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 12.1 |
| (i) State or municipal government entities | 2 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 183.7 |
| By Discretionary | ||
| Discretionary | 609 | 175.4 |
| Non-Discretionary | 33 | 8.3 |
| Total | 642 | 183.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.7 | |
| Total | 642 | 183.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parrott Wealth Management LLC
✚
|
TX | 0.2 |
|
Trustwell Financial Advisors LLC
✚
|
FL | 0.2 |
|
Hoffman Alan Nathan
✚
|
MA | 0.2 |
|
New River Financial Group LLC
✚
|
VA | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
Lynch Asset Management Inc
✚
|
PA | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Alder Financial Group Inc
✚
|
GA | 0.2 |
|
Blacktower Financial Management US LLC
✚
|
FL | 0.2 |
|
Stegent Equity Advisors Inc
✚
|
TX | 0.2 |