1107 Kenilworth Drive
Suite 302
Towson, Maryland 21204-2186
Tel: (410) 494-6680
L K BENSON & COMPANY, PC, formally registered with the SEC as L K BENSON & COMPANY, PC. The firm was established in 12/23/1994. They have over 2 offices throughout the country.
L. K. BENSON & COMPANY, P.C. is a Towson, Maryland based Financial Planning firm with nearly $277,135,608 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107908 |
SEC# | 801-48099 |
Assets Managed by Firm | $277,135,608 |
No. of Clients | 88 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 88 | $277,135,608 |
Individuals (other than high net worth individuals) | 26 | $12,465,320 |
High net worth individuals | 62 | $264,670,288 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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