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BENCH WALK ADVISORS LLC

123 Justison St
7th Floor
Wilmington, Delaware 19801
Tel: 302-426-2100

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About BENCH WALK ADVISORS LLC

BENCH WALK ADVISORS LLC, formally registered with the SEC as BENCH WALK ADVISORS LLC. The firm was established in 05/27/2022. They have over 3 offices throughout the country.

BENCH WALK ADVISORS LLC is a Wilmington, Delaware based Financial Planning firm with nearly $333,050,450 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#313945
SEC#801-125767
Assets Managed by Firm$333,050,450
No. of Clients66
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total66$333,050,450

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