Bennington Financial Planning Group
Bennington Financial Planning Group is an SEC-registered mass-market adviser in Bennington, VT with $281.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Bennington Financial Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116302, SEC 801-118801, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $281.5M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Bennington, VT
- Employees
- 3
- Clients
- 386
- CRD
- 116302
- Ownership
- MCKENNA, BRIAN, DONALD; MCKENNA, DONALD, BRIAN; MCKENNA, MICHAEL, SEAN
How much AUM does Bennington Financial Planning Group have?
Bennington Financial Planning Group reported $281.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Bennington Financial Planning Group?
Disclosed owners and executives of Bennington Financial Planning Group include MCKENNA, BRIAN, DONALD, MCKENNA, DONALD, BRIAN, MCKENNA, MICHAEL, SEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.