E
CRD: 115866
Edward Allen Benson, Phd.
SAN Antonio, TX
2104919910
$38.0M Total AUM
$38.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-1993
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Edward Allen Benson, Phd.
Edward Allen Benson, Phd. is a SAN Antonio-based RIA. The firm has been operating for 32 years. Managing $38.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$38.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Investment Vehicles
Beacon optima
Owner & Executives
E
EDWARD ALLEN BENSON
--
- CRD
- #811432
- Ownership
- 75% or more
(829) 650-2913
vital.delta@fusioncapital.com
in linkedin.com/in/optima-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,000,000
Equity - Exchange:
15.4% Cash:
40.6% Public Funds:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,368,331,196 | 15.4% |
| Cash | $3,607,418,608 | 40.6% |
| Public Funds | $3,909,517,703 | 44.0% |
| Total | $8,885,267,507 | 100.0% |