BENEFICIAL CAPITAL INC.
BENEFICIAL CAPITAL INC. of WOODBRIDGE, CT is an SEC-registered investment adviser (CRD 8219). Regulatory assets under management: $26.9M.
Registration
- CRD: 8219
- SEC file number: 801-32213
- Type: Registered investment adviser
- Location: 1 BRADLEY ROAD, SUITE 205, WOODBRIDGE, CT, 06525
- Phone: 203-389-3555
- Latest filing: 2006-01-19
- Regulatory AUM: $26.9M
- Discretionary AUM: $2.3M
- Non-discretionary AUM: $24.6M
- Clients: 1
- Accounts: 190
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SCHATZ RICHARD | CHIEF COMPLIANCE OFFICER; CHIEF EXECITIVE OFFICER; PRESIDENT | — |
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