BENTLEY FINANCIAL GROUP, INC.
Legal name: BENTLEY FINANCIAL GROUP
CRD #172474 SEC #801-120187 DOWNERS GROVE, IL 630-541-6363
SEC Registered
Total AUM
$321M
Discretionary
$321M
Employees
4
Clients
10
Accounts
920
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $321M | $321M | $0 | 4 | 0 |
| Mar 2024 | $240M | $240M | $0 | 4 | 0 |
| Mar 2024 | $161M | $161M | $0 | 4 | 0 |
| Mar 2023 | $161M | $161M | $0 | 4 | 0 |
| Mar 2022 | $215M | $215M | $0 | 4 | 0 |
| Nov 2021 | $130M | $130M | $0 | 3 | 220 |
| Dec 2020 | $130M | $130M | $0 | 3 | 220 |
DateFeb 2025
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients220
DateDec 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients220