Benchmark Private Wealth Management LLC

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Benchmark Private Wealth Management LLC
CRD #170525
SEC #801-110856
CIK #
AUM $199.0 MM (77% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Phone214-474-2190
Address7019 Hillcrest Ave
Dallas, TX 75205
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002011201420172020
Comparable Firms State AUM ($BB)
Oconnell Investment Services Inc
RI 0.2
Wealth Management Consultants LLC
CA 0.2
McDonald Franceschi LLC
OR 0.2
Wambolt & Associates LLC
CO 0.2
Grunden Financial Advisory Inc
TX 0.2
Trinity Wealth Management LLC
OH 0.2
Biltmore Wealth Management LLC
AZ 0.2
Core Capital Management and Research Inc
TX 0.2
Winans International
CA 0.2
Copperleaf Capital LLC
NC 0.2
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