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Lewis Cass Bennett

LANDSBERG, BENNETT, & DUBBANEH LLC·PUNTA GORDA, Florida
CFPSeries 10Series 9Series 31Series 7Series 66SIE
Unclaimed Profile
252 WEST MARION AVENUE, PUNTA GORDA, FL 33950CRD# 3131659Firm CRD# 297378
01

About

Lewis Cass Bennett is a registered financial advisor based in PUNTA GORDA, Florida, affiliated with LANDSBERG, BENNETT, & DUBBANEH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANDSBERG, BENNETT, & DUBBANEH LLC
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
AUM
$877M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LANDSBERG, BENNETT, & DUBBANEH LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3131659
Firm CRD# 297378
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lewis Cass Bennett offer?
Lewis Cass Bennett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PUNTA GORDA, Florida for a consultation.
What are Lewis Cass Bennett's credentials?
Lewis Cass Bennett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lewis Cass Bennett located?
Lewis Cass Bennett is based in PUNTA GORDA, Florida, working with LANDSBERG, BENNETT, & DUBBANEH LLC. Their office serves clients in the PUNTA GORDA metropolitan area and surrounding communities.
How does Lewis Cass Bennett charge for services?
Lewis Cass Bennett'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 LANDSBERG, BENNETT, & DUBBANEH LLC?
LANDSBERG, BENNETT, & DUBBANEH LLC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PUNTA GORDA
Michael William Landsberg — LANDSBERG, BENNETT, & DUBBANEH LLCAnthony Charles Dubbaneh — LANDSBERG, BENNETT, & DUBBANEH LLCDebra Ann Cooper — LANDSBERG, BENNETT, & DUBBANEH LLC
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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