Benjamin Joseph Floyd is a large advisory firm based in Texarkana. It manages $120.36 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas and Texas.
Benjamin Joseph Floyd provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Benjamin Joseph Floyd is $120.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Benjamin Joseph Floyd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Benjamin Joseph Floyd performs its advisory services is located at 4612 Summerhill Road, Texarkana, TX 75503, 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 903-794-2704 or by fax 214-889-2704. The normal business hours are 8:00-5:00 on Monday - Friday.