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
510 Meadowmont Village Circle, #290, Chapel Hill, NC 27517
https://www.sjbenen.com
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $679,002
Compensation Options
  • 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 States
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
Showing 1 - 2 of 2 top financial advisors.
1
Samson Benen, financial advisor Chapel Hill NC
Samson J. Benen
CRD#: 6634000
Chapel Hill, NC

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.

2
Daniel Trub, financial advisor Chapel Hill NC
Daniel M. Trub
CRD#: 6975326
Chapel Hill, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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