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Building 2BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-474-2190
NotebookSEC #801-110856
Total AUM
$604.4M
Employees
4
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7019 HILLCREST AVE.
DALLAS
TX 75205
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
214-474-2190
Other Offices
1

ReceiptFinancials

Total AUM
$604.4M
Accounts
433
Discretionary
$472.7M
Accounts
414
Non-Discretionary
$131.7M
Accounts
19

ContactClients

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Individual Clients
137
AUM
$11.8M
HNW Individual Clients
255
AUM
$443M
Charitable Organization Clients
7
AUM
$2.8M
Corporation or Business Clients
34
AUM
$146.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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