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BENCHMARK FINANCIAL WEALTH ADVISORS LLC
BOCA RATON, FL
(561) 416-2992
SEC #801-110764Total AUM
$766.1M
Employees
14Clients
366Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2351 NW BOCA RATON BLVD.
SUITE 100
BOCA RATON
FL 33431
United States
SUITE 100
BOCA RATON
FL 33431
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(561) 416-2992
Other Offices
3
Financials
Total AUM
$766.1M
Accounts
1,067Discretionary
$766.1M
Accounts
1,067Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
251AUM
$187.7M
HNW Individual Clients
110AUM
$567.4M
Pension/Profit Sharing Plan Clients
2AUM
$6.1M
Charitable Organization Clients
1AUM
$1.3M
Corporation or Business Clients
2AUM
$3.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES CONSULTING FEE
Compliance
Disclosures
None reported
State Registrations
CAFLNCNHNJNYPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.