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Donald George Bennyhoff

LIBERTY WEALTH ADVISORS, LLC·NAPLES, Florida
Clean recordLIBERTY WEALTH ADVISORS, LLC
4851 TAMIAMI TRAIL N., NAPLES, FL 34103CRD# 2159233Firm CRD# 107774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald George Bennyhoff · NAPLES, FL
Registration
CRD #2159233 · LIBERTY WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald George Bennyhoff is a registered financial advisor based in NAPLES, Florida, affiliated with LIBERTY WEALTH ADVISORS, 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
Introduction

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03

Firm Overview

Firm
LIBERTY WEALTH ADVISORS, LLC
LIBERTY WEALTH ADVISORS, LLC
AUM
$1.8B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LIBERTY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2159233
Firm CRD# 107774
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald George Bennyhoff offer?
Donald George Bennyhoff specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Donald George Bennyhoff's credentials?
Donald George Bennyhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald George Bennyhoff located?
Donald George Bennyhoff is based in NAPLES, Florida, working with LIBERTY WEALTH ADVISORS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Donald George Bennyhoff charge for services?
Donald George Bennyhoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY WEALTH ADVISORS, LLC?
LIBERTY WEALTH ADVISORS, LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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