BENCHMARK FINANCIAL

Overview

Benchmark Financial operates as a limited liability company that serves an institutional client base while also providing individual- and pooled-vehicle portfolio management. The firm offers financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops. It is also identified as an “Other Financial Product Salesperson” and uses a blend of percentage-of-assets and fixed-fee billing. The firm is owned by an individual and is not registered as a multi-state or newly formed adviser. Benchmark Financial does not self-identify as an active ESG investor. It also plays sponsor/GP and managing-member roles for pooled investment vehicles, indicating it both deploys capital into and operates private pooled structures in addition to advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices