|
⚲
|
| Benjamin Securities Inc
✚
| |
|---|---|
| CRD # | 7754 |
| SEC # | 801-30987 |
| CIK # | |
| AUM | $26.0 MM (2024-06-03) |
| Employees | 13 (23% Investors, 85% Brokers) |
| Phone | 516-931-1090 |
| Address | 3 West Garden Street Pensacola, FL 32502 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 11.1 |
| (b) Individuals (high net worth individuals) | 8 | 13.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 26.0 |
| By Discretionary | ||
| Discretionary | 72 | 19.1 |
| Non-Discretionary | 4 | 6.9 |
| Total | 76 | 26.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.0 | |
| Total | 76 | 26.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Eastrade Asset Management Corporation
✚
|
NY | 0.0 |
|
Clearview Financial Planning Inc
✚
|
NY | 0.0 |
|
Dubeau Capital USA Inc
✚
|
0.0 | |
|
Magellan Financial Solutions LLC
✚
|
NY | 0.0 |
|
Unest Advisers LLC
✚
|
CA | 0.0 |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
Passive Management LLC
✚
|
NY | 0.0 |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Future Perfect Planning LLC
✚
|
NY | 0.0 |
|
Wealthdrive Advisory LLC
✚
|
VA | 0.0 |