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Bentley Financial Group, Inc.

● SEC registered since 2021CRD 172474SEC# 801-120187Downers Grove, IL
Export (members)
Reg. AUM
$321M
Employees
4
Accounts
920
Location
Downers Grove, IL

Bentley Financial Group, Inc. assets under management

Bentley Financial Group, Inc. operates as an SEC-registered investment adviser based in Downers Grove, IL. The firm has been registered since 2021. It reports $321 million in regulatory assets under management and employs 4 people.
www.bentleyfinancialgroup.comView on SEC.gov ↗

Bentley Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey James Gritis ControlSecretary, Treasurer, Chief Compliance Officer25-50%2005
John Robert Gritis ControlPresident50-75%2002

Frequently asked questions

How much does Bentley Financial Group, Inc. manage?

Bentley Financial Group, Inc. reports $321 million in regulatory assets under management on its Form ADV.

How many employees does Bentley Financial Group, Inc. have?

Bentley Financial Group, Inc. reports 4 employees.

Where is Bentley Financial Group, Inc. located?

Bentley Financial Group, Inc. is based in Downers Grove, IL and has been SEC-registered since 2021.

Does Bentley Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address1385 Warren Ave., Suite a, Downers Grove, IL 60515
Phone630-541-6363
Fax630-541-5229
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
CIK1819152
Discloses disciplinary historyNo

Assets under management

Discretionary$321M
Non-discretionary$0
Total (RAUM)$321M