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Economic Benefits Corp. (Chatham)


Economic Benefits Corp. is a large advisory firm based in Chatham. It manages $48.04 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.




Economic Benefits Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Economic Benefits Corp: assets under management

The assets under management (AUM) of Economic Benefits Corp. is $48.04 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.64 million in discretionary accounts and $8.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $762.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Economic Benefits Corp. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chatham

The principal office where Economic Benefits Corp. performs its advisory services is located at 1 Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. An additional office of the firm is in Middletown, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-635-7070 or by fax 973-635-0079. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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