CRD: 322889
Dean Bennett Advisory Services Inc.
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- Custodian
- Charles Schwab & Company · Nationwide · Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Dean Bennett Advisory Services Inc.
Dean Bennett Advisory Services Inc. is a Roseville-based RIA. The firm has been operating for 4 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Leonard Raymond Dean
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1237448
- Ownership
- 75% or more
DEBORAH JANE BENNETT
Advisor, Chief Financial Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,454,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,454,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,454,307
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,171,848,126 | 27.2% |
| Equity - OTC | $1,069,954,591 | 13.4% |
| Cash | $1,181,740,892 | 14.8% |
| Private Funds | $3,561,192,148 | 44.6% |
| Total | $7,984,735,757 | 100.0% |