Benchmark Financial Wealth Advisors LLC

Benchmark Financial Wealth Advisors LLC (CRD# 287966) is a financial advisory firm headquartered in Boca Raton, FL. They manage $549,017,841 in 1,004 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431
https://www.facebook.com/benchmarkfinancial
By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $546,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NH, NJ, NY, PA, TN, TX

Financial Advisors at Benchmark Financial Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Roger Kalina, financial advisor Boca Raton FL
Roger S. Kalina
CRD#: 2295079
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431

Roger Kalina (CRD# 2295079) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.

2
Philip Piedt, financial advisor Boca Raton FL
Philip N. Piedt
CRD#: 5532987
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431

Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.

3
Alexander Ligeti, financial advisor Boca Raton FL
Alexander Ligeti
CRD#: 6786599
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431

Alexander Ligeti (CRD# 6786599) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

4
Alex Manolakos, financial advisor Boca Raton FL
Alex Manolakos
CRD#: 7803863
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431

Alex Manolakos (CRD# 7803863) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

5
Willard Schoch, financial advisor Boca Raton FL
Willard D. Schoch
CRD#: 7435190
2351 Nw Boca Raton Blvd., Suite 100, Boca Raton, FL 33431

Willard Schoch (CRD# 7435190) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has over 2 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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