BENEFITWORKS, INC.
CRD #109267 SEC #801-113855 LEBANON, PA 717-274-6881
SEC Registered
Total AUM
$9.5M
Discretionary
$0
Employees
1
Clients
0
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $9.5M | $0 | $9.5M | 1 | 0 |
| Mar 2021 | $163.5M | $163.5M | $0 | 1 | 0 |
| Jun 2020 | $150.3M | $0 | $150.3M | 3 | 0 |
| Mar 2020 | $150.3M | $0 | $150.3M | 3 | 0 |
| Mar 2019 | $108.3M | $2.2M | $106.1M | 4 | 0 |
| Jul 2018 | $127.9M | $3.7M | $124.1M | 4 | 0 |
| Jun 2012 | $71.2M | $5.6M | $65.5M | 6 | 26 |
| Jun 2012 | $71.2M | $5.6M | $65.5M | 6 | 26 |
| Mar 2012 | $71.2M | $5.6M | $65.5M | 6 | 26 |
| Apr 2011 | $65M | $6.6M | $58.4M | 10 | -- |
| Feb 2011 | $76.7M | $2.5M | $74.2M | 10 | -- |
| Nov 2007 | $82M | $48.7M | $33.3M | 10 | -- |
| May 2007 | $82M | $82M | $0 | 10 | -- |
| Feb 2005 | $41.8M | $0 | $41.8M | 10 | -- |
| Mar 2002 | $31.6M | $0 | $31.6M | 10 | -- |
| Sep 2001 | $31.6M | $0 | $31.6M | 10 | -- |
DateMar 2022
Total AUM$9.5M
Discretionary$0
Non-Disc.$9.5M
Employees1
Clients0
DateMar 2021
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateMar 2020
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees3
Clients0
DateMar 2019
Total AUM$108.3M
Discretionary$2.2M
Non-Disc.$106.1M
Employees4
Clients0
DateJul 2018
Total AUM$127.9M
Discretionary$3.7M
Non-Disc.$124.1M
Employees4
Clients0
DateJun 2012
Total AUM$71.2M
Discretionary$5.6M
Non-Disc.$65.5M
Employees6
Clients26
DateJun 2012
Total AUM$71.2M
Discretionary$5.6M
Non-Disc.$65.5M
Employees6
Clients26
DateMar 2012
Total AUM$71.2M
Discretionary$5.6M
Non-Disc.$65.5M
Employees6
Clients26
DateApr 2011
Total AUM$65M
Discretionary$6.6M
Non-Disc.$58.4M
Employees10
Clients--
DateFeb 2011
Total AUM$76.7M
Discretionary$2.5M
Non-Disc.$74.2M
Employees10
Clients--
DateNov 2007
Total AUM$82M
Discretionary$48.7M
Non-Disc.$33.3M
Employees10
Clients--
DateMay 2007
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees10
Clients--
DateMar 2002
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees10
Clients--
DateSep 2001
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees10
Clients--