Benchmark Financial

Benchmark Financial (CRD# 127074) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $39,968,114 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $233,732
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Benchmark Financial
Showing 1 - 1 of 1 top financial advisors.
1
Joshua A. Fennimore
CRD#: 2668736
Schwenksville, PA
93
Wealthminder
score

Joshua Fennimore (CRD# 2668736) is an Investment Advisor Representative working at Benchmark Financial in Schwenksville, PA and has over 22 years of experience in the finance industry.

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