Benham Advisory Group

Overview

Benham Advisory Group is an independent, individual-owned LLC that provides financial planning and portfolio management primarily for individual and family clients. The firm charges clients on a percentage-of-assets-under-management basis and also offers hourly billing. It lists registrations in Indiana and Washington and maintains an industry affiliation with an insurance company. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not describe pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices