$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
11 yrs Firm Age
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- Custodian
- Pershing · SSG · TD Ameritrade
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 09-04-2014
- Office Locations
- 1
Office Locations
2701 East Thomas Road Suite A Phoenix AZ
About Personal Benefits Planning LLC
Personal Benefits Planning LLC is a Phoenix-based advisor focused on federal employees, providing retirement and comprehensive financial planning with guidance on federal benefits and Social Security. The firm also delivers GSA retirement training seminars for agencies and builds portfolios that lean on ETFs alongside select private funds and fixed-income exposures.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$174.7K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Capital Quantum crest Radial
Client Personas
Fusion catalyst
Custodian
Legacy Quantum pathway Value insight Catalyst beacon
Investment Themes
Quantum Vertex horizon Ridge legacy
Investment Vehicles
Vital Insight peak
Services
Delta pioneer Catalyst Matrix Capital Pioneer ember Foundation foundation Capital Legacy
Technology
Wave summit
Owner & Executives
J
JOHN HENRY KROEGER
Managing Member
- CRD
- #2399809
- Ownership
- 75% or more
(882) 247-1276
horizon.wave@beaconcapital.com
in linkedin.com/in/capital-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,969,194 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,969,194 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,969,194
Equity - Exchange:
13.3% Private Funds:
24.1% Other:
5.6% Corporate - Non-Investment Grade:
25.1% Cash:
16.7% Corporate - Investment Grade:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $555,528,377 | 13.3% |
| Private Funds | $1,006,634,127 | 24.1% |
| Other | $233,906,685 | 5.6% |
| Corporate - Non-Investment Grade | $1,048,403,178 | 25.1% |
| Cash | $697,543,151 | 16.7% |
| Corporate - Investment Grade | $634,889,575 | 15.2% |
| Total | $4,176,905,093 | 100.0% |