Overview
Assets Under Management: $187 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 50
Average Client Assets: $3.7 million
Frequently Asked Questions
BENEMARK, 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 #126735), BENEMARK, INC is subject to fiduciary duty under federal law.
BENEMARK, INC is headquartered in WESTPORT, CT.
BENEMARK, INC serves 50 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, BENEMARK, INC offers financial planning and portfolio management for individuals. View all service details ↓
BENEMARK, INC manages $187 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, BENEMARK, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.95%
Average Client Assets: $3.7 million
Total Client Accounts: 267
Non-Discretionary Accounts: 267
Regulatory Filings
CRD Number: 126735
Filing ID: 1190277
Last Filing Date: 2018-03-27 13:29:00