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BENCHMARK ADVISORY SERVICES, LLC

11440 W. Bernardo Ct.
Suite 300
San Diego, California 92127
Tel: 800-535-6981

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About BENCHMARK ADVISORY SERVICES, LLC

BENCHMARK ADVISORY SERVICES, LLC, formally registered with the SEC as BENCHMARK ADVISORY SERVICES, LLC. The firm was established in 09/27/2019. They have over 1 offices throughout the country.

BENCHMARK ADVISORY SERVICES, LLC is a San Diego, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305662
SEC#801-117417
Assets Managed by Firm$0
No. of Clients0
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM

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