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BENCHMARK FINANCIAL
BENCHMARK FINANCIAL, LLC
CRD 314535
2616 ORCHARD DRIVE, STE C-1, CEDAR FALLS, IA, 50613, United States
Phone
319-727-8383
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.2M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2024-10-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $26.2M |
All web addresses on file
Official SEC filing: View on IAPD