Benchmark Private Wealth Management LLC


Assets, Funds, Holdings

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Benchmark Private Wealth Management LLC
CRD #170525
SEC #801-110856
AUM $199.0 MM (77% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Address7019 Hillcrest Ave
Dallas, TX 75205
Source [IAPD] [Website]
Total AUM ($MM)
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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