BENJAMIN WILLIAM DONALD JR
Legal name: BENWOOD FINANCIAL GROUP
CRD #105684 SEC #801-27409 BATH, OH 330-666-4629
SEC Registered
Total AUM
$26.6M
Discretionary
$0
Employees
5
Clients
51
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
| Mar 2002 | $26.6M | $0 | $26.6M | 5 | -- |
| Jul 2001 | $28.9M | $0 | $28.9M | 5 | -- |
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$26.6M
Discretionary$0
Non-Disc.$26.6M
Employees5
Clients--
DateJul 2001
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees5
Clients--