Sjbenen Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283153
- Registered since
- September 9, 2020
- Website
- sjbenen.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.32%
- Individuals25.14%
- Corporations / Businesses7.12%
- Other1.74%
- Pension & Profit Sharing Plans0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Sjbenen Advisory, LLC is an independent registered investment adviser that registered with the SEC in 2020 and is held as an individual-owned LLC. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor. Portfolio posture skews toward fixed-income exposure, with a significant allocation to U.S. government bonds. Sjbenen also supplements traditional holdings with external alternative strategies and mutual funds.
Assets & Accounts
Public Holdings
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
- US Government Bonds40%
- Public Funds/Mutual Funds34%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Daniel Trub
Investment Adviser RepresentativeCRD 6975326
Samson Benen
Managing MemberCRD 6634000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$141M in ETFs
100%
$141M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $64.2M | 86,012 | 45.45% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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