BENEFICIAL INVESTMENT SERVICES, INC.
CRD #136433 SEC #801-68319 SALT LAKE CITY, UT 800-278-1103
SEC Registered Broker-Dealer
Total AUM
$41.3M
Discretionary
$0
Employees
--
Clients
25
Accounts
285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2010 | $41.3M | $0 | $41.3M | -- | -- |
| May 2010 | $41.3M | $0 | $41.3M | -- | -- |
| Mar 2010 | $56M | $0 | $56M | 51 | -- |
| Apr 2009 | $69M | $0 | $69M | 51 | -- |
| Jan 2008 | $113M | $0 | $113M | 51 | -- |
| Nov 2007 | $107.3M | $0 | $107.3M | 51 | -- |
| Aug 2007 | $107.3M | $0 | $107.3M | 51 | -- |
DateJul 2010
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees--
Clients--
DateMay 2010
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees--
Clients--
DateMar 2010
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees51
Clients--
DateApr 2009
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees51
Clients--
DateJan 2008
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees51
Clients--
DateNov 2007
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees51
Clients--
DateAug 2007
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees51
Clients--