About SJBENEN ADVISORY, LLC
SJBENEN ADVISORY, LLC is a financial advisory company that provides expert guidance to help clients achieve their financial goals. With a team of experienced financial professionals, SJBENEN ADVISORY, LLC offers a range of services to meet the diverse needs of their clients.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Assists clients in setting and reaching financial goals
- Offers a wide range of financial services
- Tailors solutions to fit the unique needs of each client
Facts and Insights
SJBENEN ADVISORY, LLC has been in business for over 10 years and has a team of 20 advisors. As of the end of the last fiscal year, their assets under management totaled $500 million. This shows the strong track record and experience of the company in managing clients’ assets.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Number of Advisors | Assets Under Management |
|---|---|---|
| 10 years | 20 | $500 million |
Financial Services Offered
SJBENEN ADVISORY, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, tax planning, estate planning, and more. By offering a wide array of services, SJBENEN ADVISORY, LLC can provide holistic and integrated solutions to their clients’ financial needs.
Client Types
SJBENEN ADVISORY, LLC serves a diverse range of clients including individuals, families, and businesses. They cater to both high net worth individuals and those with more modest assets, providing personalized services to each client.
Fees & Compensation
SJBENEN ADVISORY, LLC charges a fee based on a percentage of assets under management. This aligns their interests with their clients’ as they are motivated to maximize returns for their clients’ portfolios. They also offer hourly and project-based fees for certain services, providing options for clients with different needs and budgets.
Background
SJBENEN ADVISORY, LLC was founded over a decade ago by experienced financial professionals who wanted to provide independent, unbiased financial advice to clients. They have a strong track record of success and a reputation for trustworthiness and integrity in the financial industry.
Financial Advisor Disclosures to Know
SJBENEN ADVISORY, LLC adheres to all regulations and disclosures required by the Securities and Exchange Commission (SEC) and other regulatory bodies. They are committed to transparency and will provide clients with all necessary disclosures and information to ensure they are well-informed and confident in their financial decisions.