Overview
Assets Under Management: $293 million
High-Net-Worth Clients: 27
Average Client Assets: $11 million
Frequently Asked Questions
BENSON INVESTMENT MANAGEMENT COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132828), BENSON INVESTMENT MANAGEMENT COMPANY, INC. is subject to fiduciary duty under federal law.
BENSON INVESTMENT MANAGEMENT COMPANY, INC. serves 27 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, BENSON INVESTMENT MANAGEMENT COMPANY, INC. offers portfolio management for individuals. View all service details ↓
BENSON INVESTMENT MANAGEMENT COMPANY, INC. manages $293 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, BENSON INVESTMENT MANAGEMENT COMPANY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.10
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 112
Discretionary Accounts: 112
Regulatory Filings
CRD Number: 132828
Last Filing Date: 2025-02-07 00:00:00
Website: https://bensoninvestment.com