Dean Bennett Advisory Services Inc.

RIASEC Registered

Total AUM

$4.5M

Discretionary

$4.5M

100% of AUM

Avg account

$262K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Roseville, California
CRD number: 322889
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, MM ASCEND LIFE INVESTOR SERVICES, LLC
Fee structure: Percentage of AUM
Client types: HNWI77.46%
Individuals22.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dean Bennett Advisory Services Inc. is an independent, individually owned registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It also operates as an insurance broker and identifies itself as a capital allocator rather than a single-strategy manager. The firm does not list ESG investing as an area of emphasis and is not registered as a multi-state adviser.