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Dean Bennett Advisory Services Inc.

Headquartered in ROSEVILLE, CA

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Firm Information

Dean Bennett Advisory Services Inc. is an investment advisory firm with 2 licensed agents and 1 investment adviser representative. They manage approximately $8,382,865 in assets for 16 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.

Dean Bennett Advisory Services Inc.

$8.38M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DEAN BENNETT ADVISORY SERVICES INC. has a total of 1 branch locations across the country.
location

ROSEVILLE, CA

Advisors at Dean Bennett Advisory Services Inc.

View All 1 Advisors
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Leonard Raymond Dean

CFP®, RA

ROSEVILLE, CA

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Disclosures

There are no public disclosures for Dean Bennett Advisory Services Inc..

Frequently Asked Questions (5)

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