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Benjamin Gabriel Bartolome

Walkthrough

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About Benjamin Gabriel Bartolome

Benjamin Bartolome is an Investment Advisor Representative at Walkthrough, a firm based in Vienna, VA. Benjamin has been in the industry since 2016. Benjamin's firm is a registered Investment Advisor and provides financial planning and portfolio management services for individuals. Walkthrough has been in business since 2021.

Firm Information

Benjamin Bartolome is currently registered with Walkthrough. Walkthrough is an investment advisor headquartered in . They have 1 investment adviser representative and 1 investment advisory function. The firm offers financial planning and portfolio management services to individuals, charitable organizations, and small to medium-sized businesses. They manage approximately $0 in assets under management.

Not reported

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Benjamin Bartolome’s Registration & Firm History

VA

07/10/2023 - Present

Walkthrough (Vienna VA)

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Licenses & Designations

IA

Issued 11/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Gabriel Bartolome.
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