Benchmark Financial, LLC

Benchmark Financial, LLC (CRD# 297443) is a financial advisory firm headquartered in Greenville, DE. They manage $73,506,005 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3705 Kennett Pike, The Holladay House, Greenville, DE 19807
http://www.benchmarkfg.com/
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $294,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, PA, TX

Financial Advisors at Benchmark Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Jakotowicz, financial advisor Greenville DE
Richard C. Jakotowicz
CRD#: 4244055
3705 Kennett Pike, The Holladay House, Greenville, DE 19807

Richard Jakotowicz (CRD# 4244055) is an Investment Advisor Representative working at Benchmark Financial, LLC in Greenville, DE and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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