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Building 2BENCHMARK WEALTH MANAGEMENT, LLC

Map pinOLD LYME, CT
Phone(860) 434-6890
NotebookSEC #801-108489
Total AUM
$430M
Employees
4
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
83 HALLS ROAD
SUITE 201
OLD LYME
CT 06371
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
(860) 434-6890
Other Offices
1

ReceiptFinancials

Total AUM
$430M
Accounts
767
Discretionary
$405.9M
Accounts
742
Non-Discretionary
$24.1M
Accounts
25

ContactClients

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Individual Clients
169
AUM
$52.6M
HNW Individual Clients
101
AUM
$317.8M
Pension/Profit Sharing Plan Clients
8
AUM
$22.3M
Charitable Organization Clients
7
AUM
$28.6M
Corporation or Business Clients
6
AUM
$8.7M
Other Clients
1
AUM
$2.5K
Description of Other Clients
IRREVOCABLE LIFE INSURANCE TRUSTS

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMEMINHNJNYRITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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