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Building 2BENEFICIAL CAPITAL INC

Map pinWOODBRIDGE, CT
Phone203-389-3555
NotebookSEC #801-32213
Total AUM
$26.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BRADLEY ROAD
SUITE 202
WOODBRIDGE
CT 06525
USA
Operating Hours
8-5
Monday - Friday
Phone
203-389-3555

ReceiptFinancials

Total AUM
$26.9M
Accounts
190
Discretionary
$2.3M
Accounts
45
Non-Discretionary
$24.6M
Accounts
145

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CT

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

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