1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SJBENEN ADVISORY, LLC

Map pin
Phone(919) 251-9270
NotebookSEC #801-119419
Total AUM
$399.9M
Employees
2
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(919) 251-9270

ReceiptFinancials

Total AUM
$399.9M
Accounts
398
Discretionary
$399.9M
Accounts
398
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
90
AUM
$100.6M
HNW Individual Clients
49
AUM
$261.2M
Pension/Profit Sharing Plan Clients
3
AUM
$2.7M
Charitable Organization Clients
1
AUM
$47.7K
Corporation or Business Clients
4
AUM
$28.5M
Other Clients
2
AUM
$7M
Description of Other Clients
EMPLOYEE ACCOUNTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNENJNYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account