Benson Investment Management is an investment advisor in Roanoke with $248.81 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201527508
SEC advisor number
801-107251
FINRA CRD number
132828
AUM ?
$248.81 mm
(as of 4 Jan 22)
Accounts
106
(as of 4 Jan 22)
Employees
1
(1 investment advisory or research)
Address
Benson Investment Management
P.O. BOX 21605
ROANOKE
VA 24018
P.O. BOX 21605
ROANOKE
VA 24018
Office hours
Monday - Friday, 9:00 AM-5:00 PM
Phone
540-989-3030
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Benson, Robert, Donald | President and Chief Compliance Officer | 08/2004 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22