This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2024
- Office Locations
- 1
Office Locations
About Benowitz Wealth Management
Benowitz Wealth Management (Joy Financial Group LLC) is an independent, Florida-registered fiduciary advisor providing holistic financial planning and investment management for families. Its process emphasizes understanding client goals and risk tolerance, building tailored investment plans, and maintaining transparent, proactive communication. The firm also supports retirement decision-making with educational resources on the Florida Retirement System and related pension/investment plan options (not affiliated with FRS).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Derrick Johnson
Chief Executive Officer, Owner
- CRD
- #7711020
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,761 | -- |
| Non-Discretionary | $0 | -- |
| Total | $571,761 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing