CRD: 283990
J. Benjamin Financial, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2016
- Office Locations
- 2
Office Locations
About J. Benjamin Financial, LLC
J. Benjamin Financial, LLC is an independent, fiduciary boutique RIA in Mount Pleasant, SC providing investment management and holistic planning, including retirement, business, insurance/annuity, tax and estate, and cash-flow guidance. Portfolios are built around client goals with an asset-allocation approach that commonly uses ETFs and index funds, with tax-efficient strategies for individuals and entrepreneurs.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jan Benjamin Kuha
Chief Compliance Officer, Client Service Specialist, Managing Member
- CRD
- #5952528
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LARRY TODD FISHER
--
- CRD
- #5470246
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,860,664 | -- |
| Non-Discretionary | $2,394,867 | $130,000 |
| Total | $38,255,531 | $130,000 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing