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, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and it also publishes periodicals or newsletters. Compensation is primarily through a percentage-of-assets-under-management schedule, supplemented by hourly fees. Sjbenen reports a preference for fixed-income exposure and is not identified as an active ESG investor. The firm is not listed as a multi-state adviser in the snapshot data.
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 14Active vs passive
$92.3M in ETFs
100%
$92.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $40.7M | 62,651 | 44.15% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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