BENCHMARK WEALTH MANAGEMENT, LLC
Tel: (860) 434-6890 83 Halls Road Suite 201 Old Lyme, Connecticut 06371
About BENCHMARK WEALTH MANAGEMENT, LLC
BENCHMARK WEALTH MANAGEMENT, LLC is a Old Lyme, Connecticut based financial advisory firm with nearly $362,068,172 in assets under management and provides investment advisory services for 770 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
160192
Firm SEC#:
801-108489
Assets Under Management:
$362,068,172
No. of Clients:
770
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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