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Bequest Asset ManagementInvestment advisor in Sarasota, FL

Bequest Asset Management is an investment advisor at 1255 Gulfstream Ave Apt 101, Sarasota, FL 34236, ranked #2 of 77 investment advisors in Sarasota and rated 4.8 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sarasota, FLUpdated 0 paid placements in any rankingHow we rank

Call (941) 957-9979Website ↗

Key facts

Key facts about Bequest Asset Management
Address1255 Gulfstream Ave Apt 101, Sarasota, FL 34236Get directions
Phone(941) 957-9979
Websitebqfunds.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.8 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice.

Based in Sarasota, FLView on map

Opening hours

Opening hours for Bequest Asset Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Bequest Asset Management

How is Bequest Asset Management ranked in Sarasota?

Bequest Asset Management is ranked #2 of 77 investment advisors in Sarasota by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Bequest Asset Management’s hours?

Bequest Asset Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Bequest Asset Management serve?

Serves Sarasota and 9 towns within 25 miles: Sarasota Springs, Fruitville, Gulf Gate Estates, Bayshore Gardens, South Bradenton, Bradenton, Palmetto, Venice and South Venice. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Bequest Asset Management?

Bequest Asset Management has a rating of 4.8 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Bequest Asset Management?

Call Bequest Asset Management on (941) 957-9979. The business is at 1255 Gulfstream Ave Apt 101, Sarasota, FL 34236. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Bequest Asset Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Bequest Asset Management (this business)—704.8 (13)NoNo
Greywolfe Investing#1734.9 (30)NoNo1.0 mi
PHIL'S GANG#3694.3 (13)NoNo0.2 mi
INVESTOR FRIENDLY CPA®#4694.9 (242)YesYes4.9 mi

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