Benefit & Investment Consulting, LLC
RIASEC Registered
Total AUM
$57M
Discretionary
$57M
100% of AUM
Avg account
$57M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 136428
- Website
- www.biconsultingllc.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Benefit & Investment Consulting, LLC is a limited liability company organized as an institutional registered investment adviser and owned by an individual. The firm offers pension consulting/advisory services to institutional clients and bills on a percentage-of-assets-under-management basis. It is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1
Christie Atwell
OwnerCRD 2621948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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