Sjbenen Advisory, LLC

Sjbenen Advisory, LLC (CRD# 283153) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $252,949,230 in 323 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $783,125
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
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 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 8 years of experience in the finance industry.

2
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 5 years of experience in the finance industry.

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