CORPORATE BENEFITS CONSULTANTS, INC.

Overview

Corporate Benefits Consultants, Inc. is an individually owned firm centered on insurance brokerage with an advisory line that includes pension consulting services. The firm operates on a percentage-of-AUM fee basis and reports a non-discretionary advisory posture, meaning it typically implements and oversees investments without ongoing discretionary trading authority. Its filings identify public mutual funds as the primary vehicle for client assets, with no indication of active ESG mandates or broad multi-state advisory operations. The firm does not position itself as a capital allocator or as a provider of direct alternative-asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices