Benedetti And Gucer, Inc. (Atlanta)

Name: Benedetti And Gucer, Inc.
Address: 7000 Peachtree Dunwoody Rd Ne, Atlanta, GA, 30328
Telephone: 404-602-0034

Benedetti And Gucer, Inc. is a large advisory firm based in Atlanta. It manages $168.79 million of regulatory assets for 1,242 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Florida, and 3 other states.

Benedetti And Gucer provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm also engages as benedetti and gucer properties, inc..

Benedetti And Gucer: assets under management

The assets under management (AUM) of Benedetti And Gucer, Inc. is $168.79 million. The firm's AUM has grown by 62% since the beginning of its operation, and $150 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $160.35 million in discretionary accounts and $8.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $136.12 thousand.

Benedetti And Gucer has custody of $9.24 million in cash and securities for 32 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment and business development companies form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benedetti And Gucer, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Benedetti And Gucer serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Benedetti And Gucer is individuals with 378 clients and $113.03 million of assets under management. Among the 14 most similar advisory firms, Benedetti And Gucer has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $168.79 million for 413 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Benedetti And Gucer doesn't advise any private funds.

Careers at Benedetti And Gucer, Inc.

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Baburhan Nmi Gucer joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jaime Andres Benedetti	Chief executive officer	1 Aug 2006	50% - 75%	4524413
Baburhan Nmi Gucer	Chief financial officer and chief compliance officer	1 Aug 2006	50% - 75%	3207431

Based in Atlanta

The principal office where Benedetti And Gucer, Inc. performs its advisory services is located at 7000 Peachtree Dunwoody Rd Ne, Atlanta, GA 30328, 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 404-602-0034 or by fax 404-602-0030. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at bgawealth.com.