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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| L K Benson & Company PC
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|---|---|
| CRD # | 107908 |
| SEC # | 801-48099 |
| CIK # | 0002055235 |
| AUM | $369.1 M (2025-03-21) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 410-494-6680 |
| Address | 1107 Kenilworth Drive Towson, MD 21204-2186 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Price T Rowe Group Inc | 31.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 14.3 |
| (b) Individuals (high net worth individuals) | 67 | 354.8 |
| (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 | 428 | 369.1 |
| By Discretionary | ||
| Discretionary | 397 | 322.2 |
| Non-Discretionary | 31 | 47.0 |
| Total | 428 | 369.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.1 | |
| Total | 428 | 369.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055235] |
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|---|---|---|
|
Eastover Investment Advisors LLC
✚
|
NC | 0.4 |
|
Spectrum Wealth Advisory Group LLC
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CA | 0.4 |
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O'Boyle Wealth Management Inc
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CA | 0.4 |
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Global Wealth Strategies and Associates LLC
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CO | 0.4 |
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Henry James International Management Inc
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NY | 0.4 |
|
ELEY Financial Management Inc
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VT | 0.4 |
|
Beacon Bridge Wealth Partners LLC
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|
PA | 0.4 |
|
Private Wealth Advisors LLC
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|
CA | 0.4 |
|
Steadmont Advisors LLC
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|
AL | 0.4 |
|
Digital Wealth Partners LLC
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0.4 |