Sjbenen Advisory, LLC
Sjbenen Advisory, LLC (CRD# 283153) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $183,330,551 in 270 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management183MILLION
Total Number of Accounts270ACCOUNTS
Average Account Value$679,002
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA, FL, MA, NC, NE, NJ, NY, TX, VA
Financial Advisors at Sjbenen Advisory, LLC
Samson Benen (CRD# 6634000) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Daniel Trub (CRD# 6975326) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 4 years of experience in the finance industry.
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