DEAN BENNETT ADVISORY SERVICES INC.

DEAN BENNETT ADVISORY SERVICES INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 322889). Regulatory assets under management: $4.5M.

Registration

• CRD: 322889
• Type: Registered investment adviser
• Location: 3017 DOUGLAS BLVD., ROSEVILLE, CA, 95661
• Phone: 916-300-6658
• Latest filing: 2026-08-03
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 2
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search