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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on May 9, 2019
    • $332.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 867
      Accounts
    • $383.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Peter Michael Benin
January 1994
Christopher Alan Benin
October 2001

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Christopher Alan Benin Chief Investment Officer May, 2011 75% or more
    Karen Sutton Benin Chief Compliance Officer May, 2010 less than 5%
    Peter Michael Benin President And Chief Executive Officer May, 1973 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Other