Benchmark Financial Wealth Advisors LLC

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Benchmark Financial Wealth Advisors LLC
CRD #287966
SEC #801-110764
CIK #
AUM $200.8 MM (100% Disc, 98% US)
Employees7 (43% Investors, 0% Brokers)
Phone561-416-2992
Address2401 NW Boca Raton Blvd
Boca Raton, FL 33431
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
205164123824102011201420172020
Sector Holding Cap ($MM) Value ($MM)
VTI22.0
VEU19.3
IWM8.7
VTV5.6
IEMG4.1
IJH3.7
IJR2.5
MDY2.4
AMZN820,610.01.9
AAPL843,560.01.4
View All
Holdings by Sector ($)
0.10.10.10.00.00.02018201820192020
Comparable Firms State AUM ($BB)
Hanover Advisors Inc
SC 0.2
Cauble & Harre Wealth Management Inc
MO 0.2
Alapocas Investment Partners Inc
MA 0.2
Goodman Advisory Group LLC
MA 0.2
McDermott Investment Advisors LLC
FL 0.2
Fortem Financial LLC
CA 0.2
Carnegie Capital Management Co
OH 0.2
Ramsey & Associates Inc
WA 0.2
Midwest Financial Group LLC
KS 0.2
Abbot Financial Management Inc
MA 0.2
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