CRD: 172474
Bentley Financial Group
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 11-12-2014
- Office Locations
- 3
Office Locations
About Bentley Financial Group
Bentley Financial Group is a fiduciary wealth management firm providing holistic financial planning alongside estate and tax planning for individuals, families, business owners, and other entities. Founded in 2002, the team includes CFPs, CPAs, and EAs and emphasizes client education and long-term relationships. Portfolios are primarily implemented with ETFs, with custody available via LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ROBERT GRITIS
President, Principal
- CRD
- #1741259
- Ownership
- 50% but less than 75%
JEFFREY JAMES GRITIS
Chief Compliance Officer, Principal, Secretary, TREASURER
- CRD
- #4636597
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MICHAEL JOHN GRITIS
--
- CRD
- #4664399
MICHELLE LYNNE PEZZULO
--
- CRD
- #5720562
Zenith ember
Crest meridian delta
- CRD
- #27067
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,767,299 | $525,793 |
| Non-Discretionary | $0 | -- |
| Total | $392,767,299 | $525,793 |
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Separately Managed Accounts
Total SMA Asset: $392,767,299
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,678,318,372 | 37.6% |
| Public Funds | $2,685,441,559 | 37.7% |
| Cash | $1,759,427,228 | 24.7% |
| Total | $7,123,187,159 | 100.0% |