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BENJAMINS MONEY
1787FP INVESTMENT SERVICES, LLC
CRD 328273 · SEC 801-129191
7918 JONES BRANCH DR., 4TH FLOOR, MCLEAN, VA, 22102, United States
Phone
(240) 395-4455
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $9.1M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD