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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2024
- Office Locations
- 1
Office Locations
About Bargeld Financial
Bargeld Financial is a Media, PA-based fiduciary registered investment adviser offering fee-only, flat-fee advice. The firm provides investment and asset management plus holistic planning—retirement, cash flow/budgeting, Social Security benefits, insurance/risk protection, and advanced tax planning and preparation. It also supports small business owners with consulting, bookkeeping, and fractional CFO services, and emphasizes objective, institutional-quality investment selection. Client portal available via Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BENJAMIN CONTEH
Manager
- CRD
- #7579625
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $250,844 | -- |
| Total | $250,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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