BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

One North Brentwood
Suite 850
St. Louis, Missouri 63105
Tel: 314-726-1600

About BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

BENJAMIN F EDWARDS WEALTH MANAGEMENT, LLC, formally registered with the SEC as BENJAMIN F EDWARDS WEALTH MANAGEMENT, LLC. The firm was established in 08/06/2018. They have over 6 offices throughout the country.

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $740,402,470 assets under management, offering retirement planning & investment advisory services to 2958 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297750
SEC#	801-113797
Assets Managed by Firm	$740,402,470
No. of Clients	2958
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2958	$740,402,470
Individuals (other than high net worth individuals)	1577	$614,179,907
High net worth individuals	12	$108,373,400
Charitable organizations	5	$2,769,299
Corporations or other businesses	Fewer than 5 clients	$15,079,864

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