Bennington Asset Management, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
342574
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bennington Asset Management, LLC is a Pennsylvania-registered limited liability company that provides fee-based portfolio management and manager-selection services. The firm identifies as a capital allocator and lists its primary advisory activities as portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers (sub‑advisors or third‑party managers). Ownership is held by an individual and the firm charges clients on a percentage-of-assets-under-management basis. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser; it also does not report pension‑consulting or related‑adviser activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • George Bernard

    George Bernard

    President and Managing PartnerCRD 833856

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
219 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth