DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 152964
TROY, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN NMN SALOMON | Certified Financial Planner | TROY, MI | 16 | 28 | 4 | no |
| JOHN ERIC BENEDICT | n/a | TROY, MI | 16 | 28 | 3 | no |
| Nicholas John Salomon | n/a | TROY, MI | 4 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENEDICT, JOHN, ERIC | President | D | yes | 06/2010 | Dec 19, 2011 | Jul 30, 2024 |
| SALOMON, JOHN, NMN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | yes | 06/2010 | Dec 19, 2011 | Jul 30, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CAPE CORAL | FL | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 | $196M | $196M | 3 | 3 | 1 | n/a | n/a |
| 2024 | Mar 12, 2025 | $179M | $179M | 5 | 3 | 1 | n/a | n/a |
| 2023 | Jul 30, 2024 | $163M | $163M | 3 | 3 | 1 | n/a | n/a |
| 2022 | Aug 17, 2022 | $157M | $157M | 3 | 3 | 1 | n/a | n/a |
| 2021 | Aug 5, 2021 | $154M | $154M | 2 | 2 | 1 | n/a | n/a |
| 2020 | Aug 10, 2020 | $117M | $117M | 3 | 3 | 0 | n/a | n/a |
| 2019 | Aug 26, 2019 | $120M | $120M | 2 | 2 | 0 | n/a | n/a |
| 2018 | Aug 29, 2018 | $124M | $124M | 2 | 2 | 0 | n/a | n/a |
| 2017 | Aug 8, 2017 | $111M | $111M | 2 | 2 | n/a | n/a | n/a |
| 2016 | Aug 3, 2016 | $106M | $106M | 3 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $196M | $179M | 9.5% | $157M | 7.6% | 3 | 5 | 1 | 1 |