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J. BENJAMIN FINANCIAL, LLC
CRD 283990 · SEC 801-107987
757 JOHNNIE DODDS BLVD, SUITE 101, MOUNT PLEASANT, SC, 29464, United States
Phone
(843) 352-3262
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.3M
Discretionary AUM
$35.9M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $26.8M |
| High net worth individuals | 4 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD