The MINISTRY BENEFIT INVESTMENTS is a privately held investment adviser that advises $287.94mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MINISTRY BENEFIT INVESTMENTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 54.13% over the last 5-years.
The Group has been registered with the SEC for 10.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 109 HOLIDAY CT SUITE A6, FRANKLIN, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 22 investment and 3 non-investment staff. The total number of Employees decreased by 10.71% over the last 5-years.
Their $287.94mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Individuals clients own $170.76mn or 59.3% of Total Assets and High Net Worth Individuals own $116.39mn or 40.42% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MINISTRY BENEFIT INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.