Bentley Wealth Management, LLC
Bentley Wealth Management, LLC (CRD# 171458) is a financial advisory firm headquartered in Marblehead, MA. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Bentley Wealth Management, LLC
1
Jac Bentley (CRD# 3075676) is an Investment Advisor Representative working at Bentley Wealth Management, LLC in Marblehead, MA and has over 25 years of experience in the finance industry.
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