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BENNETT ASSOCIATES WEALTH MANAGEMENT
BENNETT ASSOCIATES WEALTH MANAGEMENT
BUTLER, Pennsylvania
·
2 registered advisors
·
CRD# 323846
SEC# 801-126966
1
724-602-0075
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BENNETT ASSOCIATES WEALTH MANAGEMENT
2 registered advisors
Collin Kenneth Randall
BUTLER, Pennsylvania
CFP
CFA
CRD# 5806503
Wendy Helene Bennett
BUTLER, Pennsylvania
CFP
CRD# 3136798
05
Office Locations
BUTLER, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. BENNETT ASSOCIATES WEALTH MANAGEMENT (CRD# 323846) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.