Benchmark Wealth Management

Benchmark Wealth Management (CRD# 298885) is a financial advisory firm headquartered in Blue Ash, OH. They manage $120,561,205 in 284 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4755 Lake Forest Drive, Suite 220, Blue Ash, OH 45212
http://www.benchmark-wealth.com/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $424,511
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Benchmark Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
David Eltringham, financial advisor Blue Ash OH
David A. Eltringham
CRD#: 4771777
4755 Lake Forest Drive, Suite 220, Blue Ash, OH 45212

David Eltringham (CRD# 4771777) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has over 13 years of experience in the finance industry.

2
Matthew Eltringham, financial advisor Blue Ash OH
Matthew D. Eltringham
CRD#: 6484148
4755 Lake Forest Drive, Suite 220, Blue Ash, OH 45212

Matthew Eltringham (CRD# 6484148) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has over 8 years of experience in the finance industry.

3
Kyle Trischler, financial advisor Blue Ash OH
Kyle W. Trischler
CRD#: 7515968
4755 Lake Forest Drive, Suite 220, Blue Ash, OH 45212

Kyle Trischler (CRD# 7515968) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has 1 year 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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