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Building 2BENCHMARK INVESTMENT ADVISORS LLC

Map pinCHICAGO, IL
Phone312-552-9595
NotebookSEC #801-73022
Total AUM
$329.2M
Employees
6
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 N STETSON AVE., STE 1990
CHICAGO
IL 60601
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
312-552-9595
Other Offices
1

ReceiptFinancials

Total AUM
$329.2M
Accounts
126
Discretionary
$329.2M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.1M
HNW Individual Clients
93
AUM
$254.1M
Charitable Organization Clients
2
AUM
$11M
Corporation or Business Clients
2
AUM
$58M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILTNTXWV

HandshakeAffiliates

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

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