BENTHAM WEALTH ADVISORS INC

BENTHAM WEALTH ADVISORS
WILLIAMSVILLE, New York·2 registered advisors·CRD# 332035
SEC# 801-1306800(716) 580-1500
01

Firm Overview

AUM
$74M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BENTHAM WEALTH ADVISORS INC

2 registered advisors
George Peter Harris
WILLIAMSVILLE, New York
Steven Donald Witter
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. BENTHAM WEALTH ADVISORS INC (CRD# 332035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.