BENOLD FINANCIAL PLANNING INC. is an SEC-registered investment adviser (CRD 134258). Regulatory assets under management: $139.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jordan Douglas Benold | CO-OWNER AND CHIEF COMPLIANCE OFFICER | — |
| Stephen Douglas Benold | PRESIDENT | — |