← Back to searchVisit website
L. K. BENSON & COMPANY, P.C.
CRD 107908 · SEC 801-48099
9690 DEERECO ROAD, SUITE 430, TIMONIUM, MD, 21093, United States
Phone
(410) 494-6680
Fax
(410) 494-6682
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$446.2M
Discretionary AUM
$400.2M
Team
9 total employees; 2 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $15.9M |
| High net worth individuals | 75 | $430.3M |
States served
MD, FL
All web addresses on file
Official SEC filing: View on IAPD