Benefit Investment Advisors, Inc. (Weybridge)

Name: Benefit Investment Advisors, Inc.
Address: 1043 Sheep Farm Road, Weybridge, VT, 05753
Telephone: 802-545-2388

Benefit Investment Advisors, Inc. is an adviser based in Weybridge. It manages $24.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Benefit Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benefit Investment Advisors: assets under management

The assets under management (AUM) of Benefit Investment Advisors, Inc. is $24.6 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benefit Investment Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Benefit Investment Advisors, Inc.

Luther Frederick Hackett joined the executive team most recently as the Chairman, President, Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hvm Corporation	Stockholder	1 Jan 1974	75% - 100%	03-0235322
Luther Frederick Hackett	Chairman, president, ceo	1 Nov 2004	75% - 100%	232943
Joseph Aubin Gaida	Senior vice president, cheif compliance officer	1 Nov 2004	Other	2298763
James Baldwin Robinson	Chief executive officer/chief compliance officer	1 Feb 2011	75% - 100%	1651804

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Luther Frederick Hackett	Chairman, ceo, president	1 Feb 1961	75% - 100%	232943
Stephen Luther Hackett	Secretary, treasurer	1 Jan 1987	25% - 50%	5758899
Elizabeth Hackett Robinson	Shareholder	1 Jan 1987	Other	5758902

Based in Weybridge

The principal office where Benefit Investment Advisors, Inc. performs its advisory services is located at 1043 Sheep Farm Road, Weybridge, VT 05753, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-545-2388 or by fax 802-329-2124. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.hvm.com.