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Benchmark Financial Wealth Advisors LLC
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Benchmark Financial Wealth Advisors LLC Share
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Boca Raton, Florida
$245.2 million AUM
3 offices

Benchmark Financial Wealth Advisors LLC is based in Boca Raton, Florida and has $245.2 million in assets under management.

Location
2401 NW Boca Raton Boulevard
Boca Raton, FL 33431
$245.2 million
AUM
7
Employees
AUM Share
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$245,187,944
Assets under management
773 clients
Number of clients
Average investment size is $317,190
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 210 $57,244,720 23% $272,594
High net worth individuals 103 $159,802,069 65% $1,551,476
Pension and profit sharing plans 19 $9,854,443 4% $518,655
Other corporations or businesses 8 $18,286,712 7% $2,285,839
Employees Share
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7
Employees
4
Investment analysts
57% of total employees
AUM per employee Share
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$245,187,944
Assets under management
$35,026,849
AUM per employee
$61,296,986
AUM per investment analyst
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Compensation

Benchmark Financial Wealth Advisors LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Benchmark Financial Wealth Advisors LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 287,966
SEC number 801-110764
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date May 26, 2020

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