The BENEDETTI AND GUCER is a privately held investment adviser that advises $1.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BENEDETTI AND GUCER 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 65.74% over the last 5-years.
The Group has been registered with the SEC for 25.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 72096 RAMOS AVENUE SUITE D, COVINGTON, LOUISIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 27 investment and 0 non-investment staff. The total number of Employees decreased by 18.18% over the last 5-years.
Their $1.6Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 51 other accounts. Assets of High Net Worth Individuals clients own $890.06mn or 55.61% of Total Assets and Individuals own $489.63mn or 30.59% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and 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 advisory fees, fixed fees and management fees.
BENEDETTI AND GUCER names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.