The Benchmark Group Ria Services, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Cherry Hill, New Jersey
CRD number
153820
Fee structure
Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Benchmark Group Ria Services, LLC is a New Jersey–registered limited liability company that serves an institutional client base. The firm combines advisory roles—financial planning, pension consulting and manager selection—with insurance-brokerage activities. It functions as a capital allocator, directing client capital to external managers rather than operating primarily as an in-house asset manager. The firm charges fixed fees (and may use other fee arrangements) rather than relying on percentage-of-assets advisory fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Dean Spear

    Dean Spear

    PresidentCRD 1345149

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cherry Hill, NJ

Camden

Location

Cherry Hill, NJ

Headquartered in Cherry Hill, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Camden
Address
1520 Route 38
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth