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DEAN BENNETT ADVISORY SERVICES INC.
CRD 322889
3017 DOUGLAS BLVD., SUITE 300, ROSEVILLE, CA, 95661, United States
Phone
916-300-6658
Fax
916-367-6293
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $1.0M |
| High net worth individuals | 4 | $3.5M |
Official SEC filing: View on IAPD