Bentley Financial Group, Inc.
● SEC registered since 2021CRD 172474SEC# 801-120187Downers Grove, IL
Reg. AUM
$392.8M
Employees
4
Accounts
747
Location
Downers Grove, IL
Bentley Financial Group, Inc. assets under management
Bentley Financial Group, Inc. operates as an SEC-registered investment adviser based in Downers Grove, IL. The firm has been registered since 2021. It reports $392.8 million in regulatory assets under management and employs 4 people.
Bentley Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey James Gritis Control | Secretary, Treasurer, Chief Compliance Officer | 25-50% | 2005 |
| John Robert Gritis Control | President | 50-75% | 2002 |
Frequently asked questions
How much does Bentley Financial Group, Inc. manage?
Bentley Financial Group, Inc. reports $392.8 million in regulatory assets under management on its Form ADV.
How many employees does Bentley Financial Group, Inc. have?
Bentley Financial Group, Inc. reports 4 employees.
Where is Bentley Financial Group, Inc. located?
Bentley Financial Group, Inc. is based in Downers Grove, IL and has been SEC-registered since 2021.
Does Bentley Financial Group, Inc. disclose fund performance?
Bentley Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1385 Warren Ave., Suite a, Downers Grove, IL 60515 |
| Phone | 630-541-6363 |
| Fax | 630-541-5229 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1819152 |
| Discloses disciplinary history | No |
Regulatory AUM
$392.8M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$392.8Mregulatory AUM
Discretionary $392.8M