Bensler is an investment advisor in Bellevue with $1.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
711004774
SEC advisor number
801-119764
FINRA CRD number
310849
AUM ?
$1.01 bn
(as of 3 Apr 23)
Accounts
2,429
(as of 3 Apr 23)
Employees
30
(21 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 4:30 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hensler, Jeffrey, John | LLC Manager | 09/2020 | 50-75% |
Beatty, James, Richard | LLC Manager | 09/2020 | 50-75% |
Lindsay, Sheila, J | Chief Compliance Officer | 08/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23