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).
-
Total Assets Under Management549MILLION
-
Total Number of Accounts1,004ACCOUNTS
-
Average Account Value$546,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, NC, NH, NJ, NY, PA, TN, TX
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.
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.
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.
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.
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.