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Matthew Steven Okolita

BENNETT GROUP FINANCIAL SERVICES, LLC·WASHINGTON, District of Columbia
Clean recordBENNETT GROUP FINANCIAL SERVICES, LLC
5335 WISCONSIN AVENUE NW, WASHINGTON, DC 20015CRD# 4939522Firm CRD# 145989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Steven Okolita · WASHINGTON, DC
Registration
CRD #4939522 · BENNETT GROUP FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Steven Okolita is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with BENNETT GROUP FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
BENNETT GROUP FINANCIAL SERVICES, LLC
BENNETT GROUP FINANCIAL SERVICES, LLC
AUM
$1M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BENNETT GROUP FINANCIAL SERVICES, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4939522
Firm CRD# 145989
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Steven Okolita offer?
Matthew Steven Okolita specializes in Investment Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Matthew Steven Okolita's credentials?
Matthew Steven Okolita is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Steven Okolita located?
Matthew Steven Okolita is based in WASHINGTON, District of Columbia, working with BENNETT GROUP FINANCIAL SERVICES, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Matthew Steven Okolita charge for services?
Matthew Steven Okolita's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENNETT GROUP FINANCIAL SERVICES, LLC?
BENNETT GROUP FINANCIAL SERVICES, LLC has approximately 6 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENNETT GROUP FINANCIAL SERVICES, LLC

Timothy W. Augustin
WASHINGTON, DC
Bradley Carl Mascho
WASHINGTON, DC
Dawn Bennett
WASHINGTON, DC

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