Benchmark Investment Advisors LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 159705
- Registered since
- January 3, 2012
- Website
- www.trustbenchmark.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.18%
- Corporations / Businesses17.62%
- Charitable Organizations3.34%
- Individuals1.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Benchmark Investment Advisors LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2012. The firm acts as a capital allocator for both individual & family and institutional clients, charging fees as a percentage of assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of external advisers, and publication of periodicals or newsletters. Benchmark does not identify as an active ESG investor and lists itself as a single-state adviser on filings.
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
- Exchange Traded Equities45%
- State & Local Bonds28%
- Investment Grade Corp Bonds9%
- US Government Bonds8%
- Other7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$8.9M in ETFs
100%
$8.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $2.7M | 35,689 | 30.24% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 180 N Stetson Ave
- Time zone
- CT (UTC-6)
- Office locations
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