|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Benefit Consultants Inc
✚
|
|
|---|---|
| CRD # | 122433 |
| SEC # | 801-78108 |
| CIK # | |
| AUM | $1.0 B (2024-09-30) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 317-848-4744 |
| Address | 2920 East 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 618 | 207.3 |
| (b) Individuals (high net worth individuals) | 492 | 788.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 12.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,047 | 1,008.2 |
| By Discretionary | ||
| Discretionary | 2,921 | 1,005.1 |
| Non-Discretionary | 126 | 3.1 |
| Total | 3,047 | 1,008.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,006.5 | |
| Total | 3,047 | 1,008.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AA Financial Advisors LLC
✚
|
OH | 1.0 |
|
Cleveland Wealth LLC
✚
|
OH | 1.0 |
|
Covenant Partners LLC
✚
|
TN | 1.0 |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 1.0 |
|
NPA Asset Management LLC
✚
|
NJ | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Baxter Brothers Inc
✚
|
CT | 1.0 |
|
Aspire Capital Advisors LLC
✚
|
WA | 1.0 |
|
Lexaurum Advisors LLC
✚
|
KS | 1.0 |
|
Holt Capital Advisors LLC
✚
|
TX | 1.0 |