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Block Leroy Benatar (Northport)


Block Leroy Benatar is a large advisory firm based in Northport. It manages $26 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2001.

Block Leroy Benatar provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Block Leroy Benatar: assets under management

The assets under management (AUM) of Block Leroy Benatar is $26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.7 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Block Leroy Benatar 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.

Based in Northport

The principal office where Block Leroy Benatar performs its advisory services is located at 53 Bayberry Rd, Northport, NY 11768, 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 631-754-0357 or by fax 631-262-9709. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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