BENEVEST & ASSOCIATES, INC.
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 299170
- Fee structure
- Other
Firm profile
FINTRXOverview
Benevest & Associates, Inc. is organized as a corporation and operates as an independent registered investment adviser. FINTRX classifies ownership as a domestic entity with individual ownership components. The firm is not identified as a multistate adviser and is not newly formed, and it does not position itself as a capital allocator, pension consultant, or a related adviser to another registered entity. Fee structure is listed as "other," suggesting a nonstandard or mixed approach rather than a simple asset‑based or commission model. The firm is not active on ESG investing according to the available profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LESLIE STRAUS
Chief Executive OfficerCRD 2150721
Contacts
2 of 2Kathleen Tunney
Vice PresidentCRD 7122152
KIERSTEN BANASZAK
Investment Advisor RepresentativeCRD 4826863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKFIELD, WI
WAUKESHA
Location
BROOKFIELD, WI
Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 250 N Patrick Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MLG FUND MANAGER LLC
RIABROOKFIELD, WI
BULTMAN INVESTMENT MANAGEMENT, INC.
RIABROOKFIELD, WI
CHARTER CAPITAL MANAGEMENT, INC
RIABROOKFIELD, WI
REAL WEALTH ADVISORS LLC
RIABROOKFIELD, WI
REVIEW SERVICES INC
RIABROOKFIELD, WI
FRANCIS LLC
RIABROOKFIELD, WI