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Brett B Benson

ROCKTOP PARTNERS, LLC·IRVING, Texas
Unclaimed Profile
1425 GREENWAY DRIVE, IRVING, TX 75038CRD# 3232755Firm CRD# 283846
01

About

Brett B Benson is a registered financial advisor based in IRVING, Texas, affiliated with ROCKTOP PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKTOP PARTNERS, LLC
ROCKTOP PARTNERS, LLC
AUM
$260M
Regulatory assets under management
Employees
18
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3232755
Firm CRD# 283846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett B Benson offer?
Brett B Benson specializes in Retirement Planning. Contact their office in IRVING, Texas for a consultation.
What are Brett B Benson's credentials?
Brett B Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett B Benson located?
Brett B Benson is based in IRVING, Texas, working with ROCKTOP PARTNERS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Brett B Benson charge for services?
Brett B Benson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKTOP PARTNERS, LLC?
ROCKTOP PARTNERS, LLC has approximately 18 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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