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 and SEC-registered since 2017. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital to third-party managers when appropriate. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm also operates as an insurance broker and offers fee arrangements that include a percentage of assets under management, hourly and fixed fees, and other fee formats. Benchmark does not list ESG investing as an active focus and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1Thomas Jedrej
Chief Strategy OfficerCRD 7916077
Contacts
3 of 6Alexander Ligeti
Wealth AdvisorCRD 6786599
ROGER KALINA
Financial AdvisorCRD 2295079
Lawson Wlodkowski
Portfolio AnalystCRD 7527174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$308M in ETFs
86%
$264M
13%
$44.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $26.5M | 1,070,991 | 8.59% |
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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