BENEFIT & INVESTMENT CONSULTING, LLC

BENEFIT & INVESTMENT CONSULTING, LLC is an SEC-registered investment adviser (CRD 136428). Regulatory assets under management: $57.0M.

Registration

• CRD: 136428
• SEC file number: 801-64543
• Type: Registered investment adviser
• Phone: 507-288-5506
• Latest filing: 2026-01-06
• Regulatory AUM: $57.0M
• Discretionary AUM: $57.0M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136428 on SEC IAPD (source of record)
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