The Benchmark Group Ria Services, LLC

RIASEC 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 organized as a limited liability company that identifies as a capital allocator serving institutional clients. Its operating footprint combines advisory activities — including financial planning, pension consulting services and the selection of other advisers — with insurance brokerage activity. The firm reports a fee structure that includes fixed fees and other fee arrangements. It does not describe itself as an active ESG investor and is not listed as a multi-state or newly formed adviser; the year it first registered with the SEC was not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms