B
CRD: 116302
Bennington Financial Planning Group
Bennington, VT, 05201
8024471530
$281.5M Total AUM
$268.0M Disc. AUM
-- 3Y CAGR
3 Employees
386 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-1995
- Office Locations
- 1
Office Locations
207 West Main Street Bennington VT
About Bennington Financial Planning Group
Bennington Financial Planning Group is a Bennington-based RIA. The firm has been operating for 31 years. Managing $281.5M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
58 AVG AGE
$93.8M AVG AUM / ADVISOR
$729.3K AVG AUM / CLIENT
26 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Zenith zenith
Investment Themes
Signal vertex Harbor Crest
Investment Vehicles
Zenith
Services
Vital Alpha matrix Element harbor Wave alpha Ember Focus eagle Momentum harbor
Owner & Executives
DONALD BRIAN MCKENNA
Financial Advisor
- CRD
- #1038606
- Ownership
- 75% or more
(633) 791-4705
vital.timber@radialcapital.com
in linkedin.com/in/timber-crest
BRIAN DONALD MCKENNA
Chief Compliance Officer
- CRD
- #5250645
- Ownership
- Less than 5%
(285) 735-4541
frontier.ridge@northcapital.com
in linkedin.com/in/ember-eagle
M
Momentum delta
Timber value
- CRD
- #20220
- Ownership
- 11.6%
(557) 789-8656
oak.wave@embercapital.com
in linkedin.com/in/peak-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,964,757 | $372,691 |
| Non-Discretionary | $13,525,944 | $346,819 |
| Total | $281,490,701 | $371,360 |
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Separately Managed Accounts
Total SMA Asset: $281,490,701
Public Funds:
36.5% Equity - Exchange:
43.8% Cash:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,735,705,922 | 36.5% |
| Equity - Exchange | $3,282,847,106 | 43.8% |
| Cash | $1,476,531,690 | 19.7% |
| Total | $7,495,084,718 | 100.0% |