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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Benefit Fiduciary Group LLC
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|---|---|
| CRD # | 291252 |
| SEC # | 801-113176 |
| CIK # | |
| AUM | $466.6 M (2025-01-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 804-457-2309 |
| Address | 6802 Paragon Place Richmond, VA 23230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 466.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 466.6 |
| By Discretionary | ||
| Discretionary | 24 | 161.0 |
| Non-Discretionary | 15 | 305.6 |
| Total | 39 | 466.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.6 | |
| Total | 39 | 466.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cruden Bay Investment Management LLC
✚
|
CA | 0.5 |
|
Dean Jacobson Financial Services LLC
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TX | 0.5 |
|
Financial Gravity Family Office Services LLC
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TX | 0.5 |
|
Prentice Wealth Management LLC
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NY | 0.5 |
|
Intergy Private Wealth LLC
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|
CO | 0.5 |
|
Uhler Vertich White Advisors LLC
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|
FL | 0.5 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.5 |
|
Conifer Investments Ltd
✚
|
CT | 0.5 |
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.5 |