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BENEFITWORKS, INC.
BENEFITWORKS, INC.
LEBANON, Pennsylvania
·
3 registered advisors
·
CRD# 109267
SEC# 801-113855
0
717-274-6881
01
Firm Overview
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BENEFITWORKS, INC.
3 registered advisors
Brooks Nelson Trefsgar
LEBANON, Pennsylvania
CRD# 1255940
Brooks Richard Trefsgar
LEBANON, Pennsylvania
CRD# 5342356
Robert John Heerdt
LEBANON, Pennsylvania
CRD# 241529
05
Office Locations
LEBANON, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. BENEFITWORKS, INC. (CRD# 109267) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.