BENNINGTON FINANCIAL PLANNING GROUP
CRD #116302 SEC #801-118801 BENNINGTON, VT 802-447-1530
SEC Registered Broker-Dealer
Total AUM
$223.8M
Discretionary
$214.3M
Employees
3
Clients
251
Accounts
690
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $223.8M | $214.3M | $9.5M | 3 | 0 |
| Jan 2025 | $183.7M | $175.4M | $8.3M | 3 | 0 |
| Mar 2024 | $183.7M | $175.4M | $8.3M | 3 | 0 |
| Nov 2023 | $150M | $142.2M | $7.8M | 3 | 0 |
| Nov 2023 | $150M | $142.2M | $7.8M | 3 | 0 |
| Mar 2023 | $150M | $142.2M | $7.8M | 3 | 0 |
| May 2022 | $170M | $155.8M | $14.2M | 3 | 0 |
| Mar 2022 | $170M | $155.8M | $14.2M | 3 | 0 |
| Mar 2021 | $134.2M | $122.6M | $11.6M | 3 | 0 |
| Jun 2020 | $110.9M | $99.6M | $11.2M | 3 | 0 |
| Apr 2020 | $110.9M | $99.6M | $11.2M | 3 | 0 |
DateMar 2025
Total AUM$223.8M
Discretionary$214.3M
Non-Disc.$9.5M
Employees3
Clients0
DateJan 2025
Total AUM$183.7M
Discretionary$175.4M
Non-Disc.$8.3M
Employees3
Clients0
DateMar 2024
Total AUM$183.7M
Discretionary$175.4M
Non-Disc.$8.3M
Employees3
Clients0
DateNov 2023
Total AUM$150M
Discretionary$142.2M
Non-Disc.$7.8M
Employees3
Clients0
DateNov 2023
Total AUM$150M
Discretionary$142.2M
Non-Disc.$7.8M
Employees3
Clients0
DateMar 2023
Total AUM$150M
Discretionary$142.2M
Non-Disc.$7.8M
Employees3
Clients0
DateMay 2022
Total AUM$170M
Discretionary$155.8M
Non-Disc.$14.2M
Employees3
Clients0
DateMar 2022
Total AUM$170M
Discretionary$155.8M
Non-Disc.$14.2M
Employees3
Clients0
DateMar 2021
Total AUM$134.2M
Discretionary$122.6M
Non-Disc.$11.6M
Employees3
Clients0
DateJun 2020
Total AUM$110.9M
Discretionary$99.6M
Non-Disc.$11.2M
Employees3
Clients0
DateApr 2020
Total AUM$110.9M
Discretionary$99.6M
Non-Disc.$11.2M
Employees3
Clients0