Benefit & Investment Consulting, LLC
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 organized as an LLC and is classified in the dataset as an institutional registered investment adviser that bills on a percentage-of-AUM basis. The firm’s reported advisory activity is pension consulting services, though the pension-consultant flag in the source is set to “No,” indicating either a narrow or atypical pension-related engagement model. The firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state 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
, null
Location
, null
Headquartered in , null.
- Office locations
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