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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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