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| Keyboard |
| Bentley Financial Group Inc
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|---|---|
| CRD # | 172474 |
| SEC # | 801-120187 |
| CIK # | 0001819152 |
| AUM | 392.8 M (2026-02-06) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 630-541-6363 |
| Address | 1385 Warren Ave Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 392.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 747 | 392.8 |
| By Discretionary | ||
| Discretionary | 747 | 392.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 747 | 392.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.8 | |
| Total | 747 | 392.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 32-0040138 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Portfolio LLC
✚
|
NM | 395.5 M |
|
Reframe Wealth LLC
✚
|
VA | 394.8 M |
|
Signet Investment Advisory Group Inc
✚
|
RI | 394.1 M |
|
Miura Investment Advisors Inc
✚
|
FL | 391.8 M |
|
SGL Investment Advisors Inc
✚
|
MT | 391.6 M |
|
Siebert Advisornxt LLC
✚
|
NY | 391.5 M |
|
Platt Wealth Management LLC
✚
|
CA | 390.6 M |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 390.4 M |
|
Ascend Interplay LLC
✚
|
NY | 390.2 M |
|
Prudent Man Investment Management Inc
✚
|
CO | 390.2 M |