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| Benjamin Securities Inc
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|
|---|---|
| CRD # | 7754 |
| SEC # | 801-30987 |
| CIK # | |
| AUM | $32.4 MM (2022-11-16) |
| Employees | 10 (30% Investors, 70% Brokers) |
| Phone | 516-931-1090 |
| Address | 750 Veterans Memorial Highway Hauppauge, NY 11788 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 19.3 |
| (b) Individuals (high net worth individuals) | 8 | 12.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 32.4 |
| By Discretionary | ||
| Discretionary | 104 | 26.1 |
| Non-Discretionary | 7 | 6.3 |
| Total | 111 | 32.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.4 | |
| Total | 111 | 32.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Natwealth Management USA Inc
✚
|
0.0 | |
|
Soloman Hill I LLC
✚
|
FL | 0.0 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.0 |
|
Elite Life Management LLC
✚
|
PA | 0.0 |
|
Corinthian Partners Asset Management LLC
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Malatai Capital LLC
✚
|
NY | 0.0 |
|
Birch Wealth Inc
✚
|
NY | 0.0 |
|
Four Points Advisors LLC
✚
|
NY | 0.0 |