Investment adviser · CRD 328273
BENJAMINS MONEY
Investment adviser filing (IA)
1787FP INVESTMENT SERVICES, LLC
MCLEAN, VA, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $9.11M Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $9,114,394 | 100.0% |
Filing source
Form ADV 2061698 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
7918 JONES BRANCH DR., 4TH FLOORMCLEAN, VA, 22102, United States
CRD 328273
Filing source
Form ADV 2061698 · Mar 6, 2026 · 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.