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BENCHMARK FINANCIAL, LLC

CRD 297443 · SEC 801-131977

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2 RIGHTER PARKWAY, SUITE 100, WILMINGTON, DE, 19803, United States

Phone

302-635-9760

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$131.6M

Discretionary AUM

$131.6M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$11.1M
High net worth individuals65$120.5M

States served

DE, NJ, PA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD