Logan Andrew Benham
Advisor at Benham Advisory Group — Greenwood, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
Greenwood, IN 46142
Benham Advisory Group
Supported
Total advisors
2Clients per advisor
173 Very HighAvg AUM per client
$273,551 Very LowHNW client ratio
5% Very LowLogan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.
Based on Benham Advisory Group
$0 - $250,000: 1.20% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.10% $1,000,001+: 1.00% $0 - $250,000: 1.40% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.30% $1,000,001+: 1.20%
$300 per hour
Greenwood, IN
3147 W Smith Valley Road, Suite E
Greenwood IN 46142
Advisors at this office
2
Indiana · Washington
7 years of industry experience
Benham Wealth Management, LLC dba Benham Advisory Group
2024 - Present • 2 years
Greenwood, IN
Benham Wealth Management, LLC dba Benham Advisory Group
2024 - Present • 2 years
Greenwood, IN
Benosi Row, LLC
2023 - Present • 3 years
Zionsville, IN
Integrity Wealth Solutions
2019 - 2024 • 5 years
Urbandale, IA
Benham Advisory Group, Inc.
2018 - Present • 8 years
Greenwood, IN
Full Time Student
2014 - 2019 • 5 years
Boston, MA
Emmanuel Church
2014 - 2022 • 8 years
Greenwood, IN
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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