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Building 2L. K. BENSON & COMPANY, P.C.

Map pinTIMONIUM, MD
Phone(410) 494-6680
NotebookSEC #801-48099
Total AUM
$446.2M
Employees
9
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9690 DEERECO ROAD
SUITE 430
TIMONIUM
MD 21093
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(410) 494-6680
Other Offices
1

ReceiptFinancials

Total AUM
$446.2M
Accounts
467
Discretionary
$400.2M
Accounts
440
Non-Discretionary
$46M
Accounts
27

ContactClients

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Individual Clients
28
AUM
$15.9M
HNW Individual Clients
75
AUM
$430.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMD

HandshakeAffiliates

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

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