Benchmark Wealth Management, LLC
Benchmark Wealth Management, LLC (CRD# 160192) is a financial advisory firm headquartered in Old Lyme, CT. They manage $362,068,172 in 770 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management362MILLION
-
Total Number of Accounts770ACCOUNTS
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Average Account Value$470,218
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, MI, NH, NJ, NY, RI, TX
Financial Advisors at Benchmark Wealth Management, LLC
1
Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry.
2
Richard Stout (CRD# 4128864) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 24 years of experience in the finance industry.
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