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⚲
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| Benefit Fiduciary Group LLC
✚
| |
|---|---|
| CRD # | 291252 |
| SEC # | 801-113176 |
| CIK # | |
| AUM | $467.2 MM (2024-01-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 804-457-2309 |
| Address | 6802 Paragon Place Richmond, VA 23230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 467.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 467.2 |
| By Discretionary | ||
| Discretionary | 19 | 120.2 |
| Non-Discretionary | 18 | 347.0 |
| Total | 37 | 467.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.2 | |
| Total | 37 | 467.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
|
Financial Strategies Group Inc
✚
|
MI | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
US Asset Management LLC
✚
|
PA | 0.5 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
|
ABLE Financial Group LLC
✚
|
AZ | 0.5 |
|
Naples Wealth Planning LLC
✚
|
FL | 0.5 |
|
HFM Investment Advisors Inc
✚
|
DE | 0.5 |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 0.5 |
|
Palladiem LLC
✚
|
PA | 0.5 |