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Bennington Financial Planning Group

● SEC registered since 2020CRD 116302SEC# 801-118801Bennington, VT
Export (members)
Reg. AUM
$223.8M
Employees
3
Accounts
690
Location
Bennington, VT

Bennington Financial Planning Group assets under management

Bennington Financial Planning Group operates as an SEC-registered investment adviser based in Bennington, VT. The firm has been registered since 2020. It reports $223.8 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Bennington Financial Planning Group owners & executives

3 reported
NameTitleOwnershipSince
Brian Donald McKenna ControlChief Compliance OfficerUnder 5%2020
Donald Brian McKenna ControlPresidentOver 75%1995
Michael Sean McKenna ControlVice PresidentUnder 5%1995

Frequently asked questions

How much does Bennington Financial Planning Group manage?

Bennington Financial Planning Group reports $223.8 million in regulatory assets under management on its Form ADV.

How many employees does Bennington Financial Planning Group have?

Bennington Financial Planning Group reports 3 employees.

Where is Bennington Financial Planning Group located?

Bennington Financial Planning Group is based in Bennington, VT and has been SEC-registered since 2020.

Does Bennington Financial Planning Group disclose fund performance?

Bennington Financial Planning Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address207 West Main Street, Bennington, VT 05201
Phone802-447-1530
Fax802-447-0034
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.3M
Non-discretionary$9.5M
Total (RAUM)$223.8M