BENEVEST & ASSOCIATES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
BROOKFIELD, Wisconsin
CRD number
299170
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LESLIE STRAUS

    Chief Executive OfficerCRD 2150721

Contacts

2 of 2
  • Kathleen Tunney

    Vice PresidentCRD 7122152

  • KIERSTEN BANASZAK

    Investment Advisor RepresentativeCRD 4826863

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth