Sjbenen Advisory, Llc
Investment Management Company
Why pick this one
SJBenen Advisory, LLC is a Registered Investment Adviser that states it acts as a fiduciary for clients.
Best for
- Investment advisory clients seeking a stated fiduciary relationship
- Active-duty personnel seeking financial education
Specialties
- investment management
- financial planning
Certifications
- Registered Investment Adviser
- Fiduciary
What makes them different
- Registered Investment Adviser firm
- States a commitment to acting as a fiduciary and upholding ethical conduct
- Dan Trub served 11 years as an active-duty U.S. Navy F-18 fighter pilot and tactics instructor
- Dan Trub worked with active-duty personnel on financial education during his military service
Distilled from this business's own website.
Contact & Location
- Address
- 510 Meadowmont Village Cir # 290, Chapel Hill, NC 27517-7584
- Phone
- 19199134655
- Website
- https://www.sjbenen.com
- sjbenen@gmail.com
Services
- investment advisory
- financial planning