Overview
Assets Under Management: $430 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 152
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 740
Discretionary Accounts: 740
Regulatory Filings
CRD Number: 116690
Last Filing Date: 2024-01-29 00:00:00
Website: https://benedictfinancial.com