Nathan
Bengali
Compound Planning
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About this Advisor
Nathan Bengali is a financial advisor based in Denver, Colorado, working with Compound Planning. Nathan has previously held positions at Personal Capital Advisors, Empower Advisory Group, LLC, and Compound Planning. Nathan has passed the Series 65 regulatory exam and is registered to provide services in California and Colorado. Currently, Nathan is part of Compound Planning, which operates out of Denver, Colorado. The firm has 40 offices and 70 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Compound Planning includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Planning Brokerage Details
$1,395,949,263
70
7,391
$188,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathan Bengali Work History
Compound Planning
Empower Advisory Group, LLC
Personal Capital Advisors
Disclosures
Please visit the SEC profile of Nathan Bengali to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Planning
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Concord, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
