Unclaimed Profile

Donald George Bennyhoff

LIBERTY WEALTH ADVISORS, LLC·NAPLES, Florida

SIE, Series 7, Series 63, Series 65CFAClean record27 years registeredLIBERTY 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 · 27 years registered

Brand Profile

Not yet started

Career History

BENNYHOFF & CO.

Mar 2024 – present

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Dec 2022 – May 2023

Phoenixville, PA

LIBERTY WEALTH ADVISORS, LLC

Feb 2021 – Dec 2022

Phoenixville, PA

VANGUARD ADVISERS INC

Jan 1999 – Oct 2002

MALVERN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 4, 1999

Years registered · 27

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY WEALTH ADVISORS, LLC

CRD 107774 · SEC 801-56681

AUM

$1.8B

Regulatory assets under management

Employees

2,090 client accounts

Services offered by LIBERTY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIBERTY WEALTH ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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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