Nathan Raheel Bengali
Investment adviser representative at Compound Planning, Inc.
12 yearsExperience
3 statesRegistered in
$4.8BFirm assets
4 yearsFirm in business
Are you Nathan Raheel Bengali? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Compound Planning, Inc.Jan 2024 to now
- Empower Advisory Group, LLCApr 2023 to Jan 2024
- Personal Capital AdvisorsJun 2014 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6382394
- Firm CRD
- 171787