Landsberg Bennett
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
252 W Marion Ave Unit 200, Punta Gorda, ...Phone Number
(941) 391-8000Website
www.landsbergbennett.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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2
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1
About Landsberg Bennett
Landsberg Bennett Private Wealth Management specializes in creating comprehensive wealth plans tailored to the unique needs of successful individuals, families, and institutions. With a focus on personal touch and fiduciary responsibility, they aim to alleviate clients' concerns about wealth management and retirement planning. The firm is dedicated to understanding what wealth means to each client and provides guidance to help them achieve their financial goals. Their services are designed for those at various stages of life, whether approaching retirement or planning for the future.Explore more
Landsberg Bennett Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Landsberg Bennett is experiencing very low activity levels compared to other companies in the Finance sector.
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Landsberg Bennett is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Landsberg Bennett.
Landsberg Bennett financials insights
Gather financial insights about Landsberg Bennett, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Landsberg Bennett Tech Stack
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Most Recent Scoops
Person-Based
Event
Events
Funding
Landsberg Bennett has received an SBA PPP loan for $150,000-350,000 from Centennial Bank, supporting the retention of 12 jobs.
Funding
Landsberg Bennett News & Media
Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management Was Recognized on the 2020 Forbes Magazine Best-in-State Wealth List
Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2020 Forbes Magazine Best-In-State Wealth Advisors list. This year’s list spotlights over 3,000 top advisors from across the country. This is the 3rd time Michael has been recognized by Forbes Magazine in this list. He has also been recognized 7 times by Barron’s Magazine as one of [PR.com]Landsberg Bennett Private Wealth Management Was Recognized on the 2019 Forbes Magazine Best-in-State Wealth Advisors List
Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2019 Forbes Magazine Best-In-State Wealth Advisors List for South Florida. This year’s list spotlights over 3,000 top advisors from across the country. This is the 2nd time Michael has been recognized by Forbes Magazine in this list. He has also been recognized 7 times by Barron’s [PR.com]Landsberg Bennett Private Wealth Management Launches as an Independent Registered Investment Advisor
PUNTA GORDA, Fla.--(BUSINESS WIRE)--Landsberg Bennett Private Wealth Management launches as an Independent Registered Investment Advisor
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Frequently Asked Questions Regarding Landsberg Bennett
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Landsberg Bennett Private Wealth Management specializes in creating comprehensive wealth plans tailored to the unique needs of successful individuals, families, and institutions. With a focus on personal touch and fiduciary responsibility, they aim to alleviate clients' concerns about wealth management and retirement planning. The firm is dedicated... Read More
