B
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
3 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
7918 Jones Branch Dr., 4TH Floor Mclean VA
About Benjamins Money
Benjamins Money is a Mclean-based RIA. The firm has been operating for 3 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with RBC. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Owner & Executives
J
JEAN JACQUES BORNO
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2268860
- Ownership
- 75% or more
(717) 685-3575
beacon.wave@summitcapital.com
in linkedin.com/in/focus-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,114,394 | $701,107 |
| Non-Discretionary | $0 | -- |
| Total | $9,114,394 | $701,107 |
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Separately Managed Accounts
Total SMA Asset: $9,114,394
Public Funds:
37.2% Cash:
62.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,815,693,465 | 37.2% |
| Cash | $3,065,202,947 | 62.8% |
| Total | $4,880,896,412 | 100.0% |