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Benjamin Milbrath

32 Years of Experience
Spokane, WA
1 DisclosureBroker

Benjamin Milbrath is a registered investment advisor at D.A. Davidson & CO., based in Spokane, WA, with 32 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

601 W. Main Ave, Suite 1300, Spokane, WA, 99201

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History

Regulatory History (1)
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Customer Dispute
October 2000
Denied
Other Business Activities

Benjamin is involved in numerous real estate and land development ventures, both investment-related and non-investment related, as an owner or managing partner. These activities take up a few hours per week to about 10-20% of his time.

Employment History
Current Registrations
D.A. Davidson & CO.
August 2006 - Present · 19 yrs 9 mos
D.A. Davidson & CO.Broker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Piper Jaffray & CO.Broker
June 1993 - March 2006 · 12 yrs 9 mos
State Registrations23 states
AZCACODCFLHIIDILKSMAMNMSMTNCNMNVNYORTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.