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Donald George Bennyhoff

LIBERTY WEALTH ADVISORS, LLC·NAPLES, Florida
Unclaimed Profile
4851 TAMIAMI TRAIL N., NAPLES, FL 34103CRD# 2159233Firm CRD# 107774
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
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
No disclosures on file
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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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