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Mavy, Benjamin Almon (Thayne)


Mavy, Benjamin Almon is an adviser based in Thayne. It manages $4.86 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Mavy, Benjamin Almon provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mavy, Benjamin Almon: assets under management

The assets under management (AUM) of Mavy, Benjamin Almon is $4.86 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.56 million in discretionary accounts and $1.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $261 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mavy, Benjamin Almon for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Thayne

The principal office where Mavy, Benjamin Almon performs its advisory services is located at 1455 Cr 122, Thayne, WY 83127 The mailing address of the firm is 1455 Cr 122, Thayne, WY 83127. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-830-2170 or by fax NONE. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.mavyinvestments.com.


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