Investment adviser · CRD 165351
BENJAMIN & JEROLD ADVISERS, LLC
Investment adviser filing (IA)
EAST ISLIP, NY, United States · Form ADV filed Nov 4, 2015
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 4, 2015. View historical filings
Reported services
Financial planning · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
96 MAIN STREET, SUITE 1EAST ISLIP, NY, 11730, United States
CRD 165351
Filing source
Form ADV 949840 · Nov 4, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.