Overview
Assets Under Management: $152 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 62
Average Client Assets: $1.7 million
Frequently Asked Questions
BENCHMARK PRIVATE WEALTH MANAGEMENT, 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 #170525), BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC is headquartered in DALLAS, TX.
BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC serves 62 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC manages $152 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.78%
Average Client Assets: $1.7 million
Total Client Accounts: 145
Discretionary Accounts: 136
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 170525
Filing ID: 1190210
Last Filing Date: 2018-03-26 13:02:00