Unclaimed Profile

Tony Lewis Bennett

SIMCOE CAPITAL, LLC·SPOKANE, Washington

Clean recordSIMCOE CAPITAL, LLC

9 W WASHINGTON ST, SPOKANE, WA 99201CRD# 4569874Firm CRD# 121505

Profile Verification

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

Identity

Tony Lewis Bennett · SPOKANE, WA

Registration

CRD #4569874 · SIMCOE CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tony Lewis Bennett is a registered financial advisor based in SPOKANE, Washington, affiliated with SIMCOE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SIMCOE CAPITAL, LLC

SIGNIA CAPITAL MANAGEMENT

AUM

$66M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIMCOE CAPITAL, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4569874

Firm CRD# 121505

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tony Lewis Bennett offer?

Tony Lewis Bennett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.

What are Tony Lewis Bennett's credentials?

Tony Lewis Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tony Lewis Bennett located?

Tony Lewis Bennett is based in SPOKANE, Washington, working with SIMCOE CAPITAL, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Tony Lewis Bennett charge for services?

Tony Lewis Bennett'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 SIMCOE CAPITAL, LLC?

SIMCOE CAPITAL, LLC has approximately 2 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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