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Bruce Richard Bendell

TRANSITIONS WEALTH MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
4600 S. ULSTER ST., SUITE 1050, DENVER, CO 80237-3610CRD# 4370578Firm CRD# 107812
01

About

Bruce Richard Bendell is a registered financial advisor based in DENVER, Colorado, affiliated with TRANSITIONS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRANSITIONS WEALTH MANAGEMENT, LLC
TRANSITIONS WEALTH MANAGEMENT, LLC
AUM
$478M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRANSITIONS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4370578
Firm CRD# 107812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Richard Bendell offer?
Bruce Richard Bendell specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Bruce Richard Bendell's credentials?
Bruce Richard Bendell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Richard Bendell located?
Bruce Richard Bendell is based in DENVER, Colorado, working with TRANSITIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Bruce Richard Bendell charge for services?
Bruce Richard Bendell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSITIONS WEALTH MANAGEMENT, LLC?
TRANSITIONS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRANSITIONS WEALTH MANAGEMENT, LLC

Lawrence Lee Greenberg
GREENWOOD VILLAGE, CO
Josh David Lozow
GREENWOOD VILLAGE, CO
Michelle Ruth Sandt-Wade
DENVER, CO
Gary Paul Saltzman
DENVER, CO
Michael Gene Simmons
DENVER, CO
Richard Ira Negreann
DENVER, CO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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