Benevest & Associates, Inc.
Firm details
- Headquarters
- Brookfield, Wisconsin
- CRD number
- 299170
- Fee structure
- Other
Firm profile
FINTRXOverview
Benevest & Associates, Inc. is organized as a corporation and operates as an independent registered investment adviser. FINTRX classifies ownership as a domestic entity with individual ownership components. The firm is not identified as a multistate adviser and is not newly formed, and it does not position itself as a capital allocator, pension consultant, or a related adviser to another registered entity. Fee structure is listed as "other," suggesting a nonstandard or mixed approach rather than a simple asset‑based or commission model. The firm is not active on ESG investing according to the available profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Leslie Straus
Chief Executive OfficerCRD 2150721
Contacts
2 of 2
Kiersten Banaszak
Investment Advisor RepresentativeCRD 4826863
Kathleen Tunney
Vice PresidentCRD 7122152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brookfield, WI
Waukesha
Location
Brookfield, WI
Headquartered in Brookfield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 250 N Patrick Blvd
- Time zone
- CT (UTC-6)
- Office locations
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