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SJBENEN ADVISORY, LLC
CRD 283153 · SEC 801-119419
CA, United States
Phone
(919) 251-9270
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$399.9M
Discretionary AUM
$399.9M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $100.6M |
| High net worth individuals | 49 | $261.2M |
| Pension/profit sharing plans | 3 | $2.7M |
| Charitable organizations | 1 | $48K |
| Corporations/business entities | 4 | $28.5M |
States served
CA, MA, NE, NJ, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD