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William Duncan Benjes

COVALENT PARTNERS LLC·CONCORD, Massachusetts
Clean recordCOVALENT PARTNERS LLC
30 MONUMENT SQUARE, CONCORD, MA 01742CRD# 2327899Firm CRD# 140494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Duncan Benjes · CONCORD, MA
Registration
CRD #2327899 · COVALENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Duncan Benjes is a registered financial advisor based in CONCORD, Massachusetts, affiliated with COVALENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COVALENT PARTNERS LLC
COVALENT PARTNERS LLC
AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COVALENT PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2327899
Firm CRD# 140494
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Duncan Benjes offer?
William Duncan Benjes specializes in Retirement Planning. Contact their office in CONCORD, Massachusetts for a consultation.
What are William Duncan Benjes's credentials?
William Duncan Benjes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Duncan Benjes located?
William Duncan Benjes is based in CONCORD, Massachusetts, working with COVALENT PARTNERS LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does William Duncan Benjes charge for services?
William Duncan Benjes's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVALENT PARTNERS LLC?
COVALENT PARTNERS LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COVALENT PARTNERS LLC

Robert Lee Hockett
CONCORD, MA
Brett David Lamonda
CONCORD, MA
Gail Kelly Mattera
CONCORD, MA
David Andrew Foley
WALTHAM, MA
Neil Joseph Finneran
WALTHAM, MA

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Research
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