Unclaimed Profile

Bruce Allen Benjamin

FUND EVALUATION GROUP, LLC·CINCINNATI, Ohio

Series 6, Series 63Clean record27 years registeredFUND EVALUATION GROUP, LLC

201 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 2041965Firm CRD# 121658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Allen Benjamin · CINCINNATI, OH

Registration

CRD #2041965 · FUND EVALUATION GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC

Dec 1998 – Mar 2018

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · December 8, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUND EVALUATION GROUP, LLC

CRD 121658 · SEC 801-61324

AUM

$19.8B

Regulatory assets under management

Employees

133

185 client accounts

Services offered by FUND EVALUATION GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUND EVALUATION GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Allen Benjamin offer?

Bruce Allen Benjamin specializes in Investment Management, Wealth Management.

What are Bruce Allen Benjamin's credentials?

Bruce Allen Benjamin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Allen Benjamin located?

Bruce Allen Benjamin is based in CINCINNATI, Ohio, last registered with FUND EVALUATION GROUP, LLC.

How does Bruce Allen Benjamin charge for services?

Bruce Allen Benjamin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUND EVALUATION GROUP, LLC?

FUND EVALUATION GROUP, LLC has approximately 133 employees and manages $19.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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