Edward Allen Benson, PhD.
RIAState Registered
Total AUM
$38M
Discretionary
$38M
100% of AUM
Avg account
$1.7M
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 115866
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Edward Allen Benson, PhD. operates as a sole-proprietor independent RIA that provides fee-based portfolio management to individual and family clients. The adviser’s stated activity centers on managing portfolios for individuals and small businesses, using a percentage-of-AUM fee schedule. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities90%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Edward Benson
Sole ProprietorCRD 811432
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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