Capital Benchmark Partners, LLC

Capital Benchmark Partners, LLC (CRD# 175099) is a financial advisory firm headquartered in Atlanta, GA. They manage $23,833,337 in 393 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2342 Perimeter Park Dr, Suite 200, Atlanta, GA 30341
https://capitalbenchmarkpartners.com/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $60,645
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Capital Benchmark Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Hao Ngo, financial advisor Atlanta GA
Hao M. Ngo
CRD#: 5544291
2342 Perimeter Park Dr, Suite 200, Atlanta, GA 30341

Hao Ngo (CRD# 5544291) is an Investment Advisor Representative working at Capital Benchmark Partners, LLC in Atlanta, GA and has over 13 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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