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Building 2BENEMARK, INC

Map pinWESTPORT, CT
Phone203-222-3575
NotebookSEC #801-63937
Total AUM
$228.9M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
965 POST ROAD EAST
1ST FLOOR
WESTPORT
CT 06880
United States
Operating Hours
9-5
Monday - Friday
Phone
203-222-3575

ReceiptFinancials

Total AUM
$228.9M
Accounts
227
Discretionary
$0
Accounts
0
Non-Discretionary
$228.9M
Accounts
227

ContactClients

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Individual Clients
15
AUM
$6.1M
HNW Individual Clients
65
AUM
$222.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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