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BENJAMIN SECURITIES, INC.

421 New Karner Road
Suite 6
Albany, New York 12205
Tel: 516-931-1090

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About BENJAMIN SECURITIES, INC.

BENJAMIN SECURITIES, INC, formally registered with the SEC as BENJAMIN SECURITIES, INC. The firm was established in 12/24/1987. They have over 2 offices throughout the country.

BENJAMIN SECURITIES, INC. is a Albany, New York based Financial Planning firm with nearly $33,945,441 assets under management, offering retirement planning & investment advisory services to 100 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#7754
SEC#801-30987
Assets Managed by Firm$33,945,441
No. of Clients100
No. of Advisors12

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total100$33,945,441
Individuals (other than high net worth individuals)52$9,257,217
High net worth individuals14$24,688,224

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