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| Benjamin F Edwards & Company Incorporated
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| |
|---|---|
| CRD # | 146936 |
| SEC # | 801-71421 |
| CIK # | 0001445065 |
| AUM | $13.2 BB (2024-03-28) |
| Employees | 702 (60% Investors, 74% Brokers) |
| Phone | 314-726-1600 |
| Address | One North Brentwood Boulevard St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| HD | 277.6 | 0.0 | |
| COST | 207.6 | 0.0 | |
| GLDM | 0.0 | ||
| XOM | 385.5 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MCD | 179.6 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25,710 | 9.7 |
| (b) Individuals (high net worth individuals) | 102 | 0.9 |
| (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 | 198 | 0.1 |
| (h) Charitable organizations | 87 | 0.1 |
| (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 | 213 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 42,128 | 11.3 |
| By Discretionary | ||
| Discretionary | 24,719 | 5.3 |
| Non-Discretionary | 17,409 | 6.0 |
| Total | 42,128 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 42,128 | 11.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001445065] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 13.2 |
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Integrity Advisors LLC
✚
|
PA | 13.7 |
|
Stephens Inc
✚
|
AR | 13.6 |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Degroof Petercam Asset Management
✚
|
13.3 | |
|
American Portfolios Advisors Inc
✚
|
NY | 13.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 12.5 |
|
First Horizon Advisors Inc
✚
|
TN | 12.4 |