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James Matthew Beenders

TILLER PRIVATE WEALTH, INC.·BETHLEHEM, Pennsylvania
Unclaimed Profile
1412 WALTER STREET, BETHLEHEM, PA 18015CRD# 2402877Firm CRD# 111268
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About

James Matthew Beenders is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with TILLER PRIVATE WEALTH, INC.. 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
TILLER PRIVATE WEALTH, INC.
TILLER PRIVATE WEALTH, INC.
AUM
$591M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2402877
Firm CRD# 111268
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Matthew Beenders offer?
James Matthew Beenders specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are James Matthew Beenders's credentials?
James Matthew Beenders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Beenders located?
James Matthew Beenders is based in BETHLEHEM, Pennsylvania, working with TILLER PRIVATE WEALTH, INC.. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does James Matthew Beenders charge for services?
James Matthew Beenders'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 TILLER PRIVATE WEALTH, INC.?
TILLER PRIVATE WEALTH, INC. has approximately 11 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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