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Building 2BENCHMARK CAPITAL ADVISORS, INC.

Map pinNEW YORK, NY
Phone212-607-5430
NotebookSEC #801-34305
Total AUM
$198.1M
Employees
6
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 WALL STREET
SUITE 2087
NEW YORK
NY 10005
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
212-607-5430
Other Offices
1

ReceiptFinancials

Total AUM
$198.1M
Accounts
268
Discretionary
$194M
Accounts
234
Non-Discretionary
$4.1M
Accounts
34

ContactClients

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Individual Clients
75
AUM
$20.5M
HNW Individual Clients
186
AUM
$174.9M
Pension/Profit Sharing Plan Clients
2
AUM
$2.5M
Charitable Organization Clients
1
AUM
$200K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAFLNJNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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