BT
CFP
BT
CFP

Benson Tang

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benson works full-time as a paraplanner for Standard Pension Services, assisting with client reviews and financial planning. He also acts as a landlord for an apartment rental, dedicating minimal time to this activity.

Employment History
Current Registrations
Aurora Private Wealth, INC.
March 2024 - Present · 1 yr 11 mos
Apw Capital, INC.Broker
January 2024 - Present · 2 yrs 1 mo
State Registrations5 states
NJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.