Overview
Assets Under Management: $147 million
Headquarters: GALENA, IL
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 373
Discretionary Accounts: 369
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 123698
Last Filing Date: 2025-02-06 00:00:00
Website: https://benchmarkcapitalgroup.com