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| Benjamin Securities Inc
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|
|---|---|
| CRD # | 7754 |
| SEC # | 801-30987 |
| CIK # | |
| AUM | $33.9 M (2024-10-01) |
| Employees | 12 (25% Investors, 75% Brokers) |
| Phone | 516-931-1090 |
| Address | 421 New Karner Road Albany, NY 12205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 9.3 |
| (b) Individuals (high net worth individuals) | 14 | 24.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 100 | 33.9 |
| By Discretionary | ||
| Discretionary | 95 | 30.2 |
| Non-Discretionary | 5 | 3.8 |
| Total | 100 | 33.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.9 | |
| Total | 100 | 33.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIML Trading Partners LLC
✚
|
NY | 0.0 |
|
Majority Asset Management Inc
✚
|
0.0 | |
|
Maderer Keith Daniel
✚
|
0.0 | |
|
Coastal Private Wealth Management LLC
✚
|
NY | 0.0 |
|
Welara Asset Management LLC
✚
|
0.0 | |
|
Bryden-Abrams Investment Management LLC
✚
|
NY | 0.0 |
|
Webull Advisors LLC
✚
|
FL | 0.0 |
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
0.0 | |
|
Future Perfect Planning LLC
✚
|
0.0 |