Overview
Assets Under Management: $198 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 186
Average Client Assets: $0.9 million
Frequently Asked Questions
BENCHMARK CAPITAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #24534), BENCHMARK CAPITAL ADVISORS, INC. is subject to fiduciary duty under federal law.
BENCHMARK CAPITAL ADVISORS, INC. is headquartered in NEW YORK, NY.
BENCHMARK CAPITAL ADVISORS, INC. serves 186 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BENCHMARK CAPITAL ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
BENCHMARK CAPITAL ADVISORS, INC. manages $198 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BENCHMARK CAPITAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 186
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.28%
Average Client Assets: $0.9 million
Total Client Accounts: 268
Discretionary Accounts: 234
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 24534
Filing ID: 1198638
Last Filing Date: 2018-03-29 10:44:00