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Benner Anthony Ulrich

Tocqueville Asset Management LP

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About Benner Anthony Ulrich

Benner Ulrich is a financial advisor who is currently registered with Tocqueville Asset Management LP. Benner is a licensed Series 7, 86, 87 and 63 representative and has been in the industry since 2000. Before joining Tocqueville Asset Management LP, Benner was with UBS Securities LLC from 2000 to 2007. Benner specializes in providing portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Benner also provides financial planning and selection of other advisors.

Firm Information

Benner Ulrich is currently registered with Tocqueville Asset Management LP. Tocqueville Asset Management LP is an investment advisor registered with the SEC and headquartered in New York, NY. The firm manages a range of investment portfolios for individuals, families, foundations, endowments, and institutions. Tocqueville Asset Management LP offers financial planning, portfolio management, and selection of other advisors.
Tocqueville Asset Management LP

40 WEST 57TH STREET

NEW YORK, NY 10019

$8.87B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Benner Ulrich’s Registration & Firm History

NY

06/06/2021 - Present

Tocqueville Asset Management LP (NEW YORK NY)

NY

05/24/2000 - 03/30/2007

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/23/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benner Anthony Ulrich.
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