Investment adviser · CRD 297378
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
LANDSBERG, BENNETT, & DUBBANEH LLC
PUNTA GORDA, FL, United States · Form ADV filed Mar 9, 2021
- Regulatory AUM
- $877M Form ADV · Item 5.F
- Client accounts
- 2,300 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 236 | $677,951,816 | 77.3% |
| Individuals | 394 | $184,468,921 | 21.0% |
| Charities | 5 | $11,725,785 | 1.3% |
| Retirement plans | 14 | $1,769,597 | 0.2% |
| Corporations & businesses | 4 | $1,487,288 | 0.2% |
Filing source
Form ADV 1507319 · Mar 9, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
252 WEST MARION AVENUE, SUITE 200PUNTA GORDA, FL, 33950, United States
CRD 297378
Filing source
Form ADV 1507319 · Mar 9, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.