BENCHMARK WEALTH MANAGEMENT
Tel: 513-328-0272 4755 Lake Forest Drive Suite 220 Blue Ash, Ohio 45212
About BENCHMARK WEALTH MANAGEMENT
BENCHMARK WEALTH MANAGEMENT is a Blue Ash, Ohio based financial advisory firm with nearly $120,561,205 in assets under management and provides investment advisory services for 284 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
298885
Firm SEC#:
801-130610
Assets Under Management:
$120,561,205
No. of Clients:
284
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (BUSINESS CONSULTING)
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