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George Peter Harris

BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, New York
Unclaimed Profile
300 INTERNATIONAL DR, WILLIAMSVILLE, NY 14221CRD# 2387291Firm CRD# 332035
01

About

George Peter Harris is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with BENTHAM WEALTH ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BENTHAM WEALTH ADVISORS INC
BENTHAM WEALTH ADVISORS
AUM
$74M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2387291
Firm CRD# 332035
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Peter Harris offer?
George Peter Harris specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are George Peter Harris's credentials?
George Peter Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Peter Harris located?
George Peter Harris is based in WILLIAMSVILLE, New York, working with BENTHAM WEALTH ADVISORS INC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does George Peter Harris charge for services?
George Peter Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENTHAM WEALTH ADVISORS INC?
BENTHAM WEALTH ADVISORS INC has approximately 2 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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