|
⚲
|
| Sjbenen Advisory LLC
✚
|
|
|---|---|
| CRD # | 283153 |
| SEC # | 801-119419 |
| CIK # | |
| AUM | $252.9 MM (2024-05-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 919-251-9270 |
| Address | 4003 Bristol Rd Durham, NC 27707 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 56.6 |
| (b) Individuals (high net worth individuals) | 51 | 173.2 |
| (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 | 2 | 4.6 |
| (h) Charitable organizations | 2 | 1.2 |
| (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 | 6 | 12.0 |
| (n) Other | 2 | 5.4 |
| Total | 323 | 252.9 |
| By Discretionary | ||
| Discretionary | 323 | 252.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 323 | 252.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.9 | |
| Total | 323 | 252.9 |
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|---|---|---|
|
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|
AZ | 0.3 |
|
Pathways Advisory Group Inc
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|
CA | 0.3 |
|
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|
Dorval Corporation
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|
MN | 0.3 |
|
Omega Wealth Management LLC
✚
|
VA | 0.3 |
|
Landmark Wealth Management LLC
✚
|
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|
Rise Advisors LLC
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|
NY | 0.3 |
|
SWMG LLC
✚
|
TX | 0.2 |
|
Boulder Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Nelson Securities Inc
✚
|
WA | 0.2 |