Eric
Bennett

Tolleson Private Wealth Management

CRD#2113011
Investment Advisor
in Dallas, TX

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About this Advisor

Eric Bennett is a chartered financial analyst operating out of Dallas, Texas with 6 years of industry experience. Bennett works at Tolleson Private Wealth Management. Throughout their career, Bennett has worked at Tolleson Private Wealth Management, Lp, Satori Capital and Ut Dallas Center For Brainhealth. Bennett maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Tolleson Private Wealth Management is a financial advisory company based out of Dallas, TX. It handles $8 billion in assets between its 3,857 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 3,857 customer accounts, 92% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fees largely vary depending on which service is offered. Fee types billed by Tolleson Private Wealth Management can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1722 Routh Street Suite 1200
Dallas, TX 75201

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Tolleson Private Wealth Management Brokerage Details

Total Assets Under Management

$7,593,710,211

TX Average: $3,042,739,679
Total Number of Employees

122

TX Average: 49
Total Number of Accounts

3,857

TX Average: 2,315
Average Account Size

$1,968,813

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Eric Bennett Work History

Eric has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tolleson Private Wealth Management, Lp

2017 - 2017 (< 1 year)

Tolleson Private Wealth Management, Lp

2016 - 2017 (1 year)

Satori Capital

2013 - 2016 (3 years)

Ut Dallas Center For Brainhealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Bennett 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 Tolleson Private Wealth Management

Eric Bennett
Dallas, TX
Michael Held
Dallas, TX
Timothy Stobaugh
Dallas, TX
Lauren Williamson
Dallas, TX
Kara Bulhon
Dallas, TX
Mackenzie Leblanc
Dallas, TX
Carmine Camerato Ii
Dallas, TX
Austin Reynolds
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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