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Building 2BENCHMARK FINANCIAL, LLC

Map pinWILMINGTON, DE
Phone302-635-9760
NotebookSEC #801-131977
Total AUM
$131.6M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 RIGHTER PARKWAY
SUITE 100
WILMINGTON
DE 19803
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
302-635-9760
Other Offices
1

ReceiptFinancials

Total AUM
$131.6M
Accounts
348
Discretionary
$131.6M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$11.1M
HNW Individual Clients
65
AUM
$120.5M

Briefcase businessServices

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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
DENHNJPATX

HandshakeAffiliates

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

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