Overview
Assets Under Management: $205 million
Headquarters: TEXARKANA, TX
High-Net-Worth Clients: 224
Average Client Assets: $763,087
Frequently Asked Questions
FLOYD, BENJAMIN JOSEPH 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 #111576), FLOYD, BENJAMIN JOSEPH is subject to fiduciary duty under federal law.
FLOYD, BENJAMIN JOSEPH is headquartered in TEXARKANA, TX.
FLOYD, BENJAMIN JOSEPH serves 224 high-net-worth clients according to their SEC filing dated January 25, 2025. View client details ↓
According to their SEC Form ADV, FLOYD, BENJAMIN JOSEPH offers portfolio management for individuals. View all service details ↓
FLOYD, BENJAMIN JOSEPH manages $205 million in client assets according to their SEC filing dated January 25, 2025.
According to their SEC Form ADV, FLOYD, BENJAMIN JOSEPH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 224
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.55
Average High-Net-Worth Client Assets: $763,087
Total Client Accounts: 267
Discretionary Accounts: 267
Regulatory Filings
CRD Number: 111576
Last Filing Date: 2025-01-25 00:00:00
Website: https://gmail.com