BENCHMARK FINANCIAL WEALTH ADVISORS LLC

2351 Nw Boca Raton Blvd.
Suite 100
Boca Raton, Florida 33431
Tel: (561) 416-2992

About BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BENCHMARK FINANCIAL WEALTH ADVISORS LLC, formally registered with the SEC as BENCHMARK FINANCIAL WEALTH ADVISORS LLC. The firm was established in 07/07/2017. They have over 3 offices throughout the country.

BENCHMARK FINANCIAL WEALTH ADVISORS LLC is a Boca Raton, Florida based Financial Planning firm with nearly $549,017,841 assets under management, offering retirement planning & investment advisory services to 1004 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287966
SEC#	801-110764
Assets Managed by Firm	$549,017,841
No. of Clients	1004
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1004	$549,017,841
Individuals (other than high net worth individuals)	248	$155,926,094
High net worth individuals	105	$370,469,997
Pension and profit sharing plans	4	$10,904,871
Charitable organizations	2	$10,882,344
Corporations or other businesses	1	$834,535

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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