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⚲
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| Bentley Financial Group Inc
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| |
|---|---|
| CRD # | 172474 |
| SEC # | 801-120187 |
| CIK # | 0001819152 |
| AUM | $240.0 MM (2024-03-21) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 630-541-6363 |
| Address | 1385 Warren Ave Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 161.0 |
| (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 | 636 | 161.0 |
| By Discretionary | ||
| Discretionary | 636 | 161.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 636 | 161.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.0 | |
| Total | 636 | 161.0 |
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|---|---|---|
|
Ayrshire Capital Management LLC
✚
|
CT | 0.2 |
|
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|
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TX | 0.2 |
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KY | 0.2 |
|
Curran & Lewis Investment Management Inc
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