DB
DB

Douglas Andrew Benning

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
12,206 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$25.0B

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
Loading...

Location

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Douglas is the sole proprietor of Austin Road Productions, producing videos since 2004. This takes minimal time and is not investment-related.

Employment History
Current Registrations
Sage Advisory Services LTD CO
March 2008 - Present · 17 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.