Overview
Assets Under Management: $132 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
BENCHMARK FINANCIAL, LLC 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 #297443), BENCHMARK FINANCIAL, LLC is subject to fiduciary duty under federal law.
BENCHMARK FINANCIAL, LLC is headquartered in WILMINGTON, DE.
BENCHMARK FINANCIAL, LLC serves 65 high-net-worth clients according to their SEC filing dated January 08, 2026. View client details ↓
According to their SEC Form ADV, BENCHMARK FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BENCHMARK FINANCIAL, LLC manages $132 million in client assets according to their SEC filing dated January 08, 2026.
According to their SEC Form ADV, BENCHMARK FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 348
Discretionary Accounts: 348
Regulatory Filings
CRD Number: 297443
Filing ID: 2038080
Last Filing Date: 2026-01-08 14:57:40