Unclaimed Profile

David C Bensch

EVERGREEN WEALTH MANAGEMENT, LLC·WILLIAMSTON, Michigan

Clean recordEVERGREEN WEALTH MANAGEMENT, LLC

319 W GRAND RIVER AVE, WILLIAMSTON, MI 48895CRD# 5295254Firm CRD# 174090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David C Bensch · WILLIAMSTON, MI

Registration

CRD #5295254 · EVERGREEN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David C Bensch is a registered financial advisor based in WILLIAMSTON, Michigan, affiliated with EVERGREEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

EVERGREEN WEALTH MANAGEMENT, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVERGREEN WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5295254

Firm CRD# 174090

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David C Bensch offer?

David C Bensch specializes in Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are David C Bensch's credentials?

David C Bensch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David C Bensch located?

David C Bensch is based in WILLIAMSTON, Michigan, working with EVERGREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does David C Bensch charge for services?

David C Bensch'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 EVERGREEN WEALTH MANAGEMENT, LLC?

EVERGREEN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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