KATHLEEN R. BENJAMIN
Legal name: BENWOOD FINANCIAL GROUP
CRD #128276 SEC #801-65183 CINCINNATI, OH 513-232-7078
SEC Registered
Total AUM
$36M
Discretionary
$0
Employees
5
Clients
51
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2010 | $36M | $0 | $36M | 5 | -- |
| Jan 2008 | $45.3M | $0 | $45.3M | 5 | -- |
| Jan 2007 | $40.3M | $0 | $40.3M | 5 | -- |
| Feb 2006 | $34.4M | $0 | $34.4M | 5 | -- |
| Jan 2006 | $34.4M | $0 | $34.4M | 5 | -- |
| Dec 2005 | $34.4M | $0 | $34.4M | 5 | -- |
DateJan 2010
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateJan 2008
Total AUM$45.3M
Discretionary$0
Non-Disc.$45.3M
Employees5
Clients--
DateJan 2007
Total AUM$40.3M
Discretionary$0
Non-Disc.$40.3M
Employees5
Clients--
DateFeb 2006
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--
DateJan 2006
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--
DateDec 2005
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--