Tech stack
No one at Sjbenen Advisory, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Interactive Brokers
Per Form ADV · $167M held · filed May 2024
Schwab
Per Form ADV · $85M held · filed May 2024