Benchmark Financial Wealth Advisors LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 287966
- Registered since
- July 7, 2017
- Website
- bfllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI74.07%
- Individuals24.5%
- Pension & Profit Sharing Plans0.8%
- Corporations / Businesses0.46%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Benchmark Financial Wealth Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration effective in 2017) and describes itself as a capital allocator that serves individuals, families and some institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection; the firm also operates as an insurance broker. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and other structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Cash & Cash Equivalents20%
- Exchange Traded Equities12%
- US Government Bonds8%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$344M in ETFs
83%
$284M
15%
$59.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $29.3M | 1,068,346 | 8.54% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2351 Boca Raton Blvd
- Time zone
- ET (UTC-5)
- Office locations
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