$399.9M Total AUM
$399.9M Disc. AUM
28.8% 3Y CAGR
2 Employees
151 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-2016
- Office Locations
- 2
Office Locations
-- Durham NC
-- East Brunswick NJ
About Sjbenen Advisory, LLC
SJBENEN Advisory, LLC is an independent RIA (Durham, NC; also NJ) providing financial planning and discretionary investment management, including estate and insurance planning and business-succession advice. The firm emphasizes active asset allocation and portfolio construction with a notable fixed-income orientation, and serves clients across retail and institutional channels. Custody includes Charles Schwab.
Team overview
38 AVG AGE
$200.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Samson Julius Benen
Chief Compliance Officer, Managing Member
- CRD
- #6634000
- Ownership
- 75% or more
Available
Available
Available
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Daniel Mordecai Trub
Investment Advisor
- CRD
- #6975326
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,920,479 | $1,004,825 |
| Non-Discretionary | $0 | -- |
| Total | $399,920,479 | $1,004,825 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Derivatives:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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