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 IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Benchmark Investment Advisors LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm operates on a percentage-of-assets fee model and serves both individual and family clients as well as some institutional relationships. Core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not position itself as an ESG-focused allocator.
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
1 of 1
John Swift
Co-Founder & CEOCRD 4056303
Contacts
2 of 2
Jamie Tebbe
Co-Founder & Managing DirectorCRD 2897075
Thomas Walshe
Wealth Management AssociateCRD 7414724
Wealth 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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