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Brooks Richard Trefsgar

BENEFITWORKS, INC.·LEBANON, Pennsylvania
Unclaimed Profile
555 WILLOW ST., LEBANON, PA 17046CRD# 5342356Firm CRD# 109267
01

About

Brooks Richard Trefsgar is a registered financial advisor based in LEBANON, Pennsylvania, affiliated with BENEFITWORKS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BENEFITWORKS, INC.
BENEFITWORKS, INC.
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BENEFITWORKS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5342356
Firm CRD# 109267
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brooks Richard Trefsgar offer?
Brooks Richard Trefsgar specializes in Investment Management, Fee-Only Advisory. Contact their office in LEBANON, Pennsylvania for a consultation.
What are Brooks Richard Trefsgar's credentials?
Brooks Richard Trefsgar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brooks Richard Trefsgar located?
Brooks Richard Trefsgar is based in LEBANON, Pennsylvania, working with BENEFITWORKS, INC.. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Brooks Richard Trefsgar charge for services?
Brooks Richard Trefsgar'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 BENEFITWORKS, INC.?
BENEFITWORKS, INC. has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEBANON
Susan Louise Baum — BENEFITWORKS, INC.Robert John Heerdt — BENEFITWORKS, INC.Brooks Nelson Trefsgar — BENEFITWORKS, INC.Brian Ray Peachey — BENEFITWORKS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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