Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > chicago > BENCHMARK INVESTMENT ADVISORS LLC
BENCHMARK INVESTMENT ADVISORS LLC
180 N Stetson Ave., Ste 1990
Chicago, Illinois 60601
Tel: 312-552-7160
About BENCHMARK INVESTMENT ADVISORS LLC
BENCHMARK INVESTMENT ADVISORS LLC, formally registered with the SEC as BENCHMARK INVESTMENT ADVISORS LLC. The firm was established in 01/03/2012. They have over 2 offices throughout the country.
BENCHMARK INVESTMENT ADVISORS LLC is a Chicago, Illinois based Financial Planning firm with nearly $270,182,869 assets under management, offering retirement planning & investment advisory services to 100 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159705 |
| SEC# | 801-73022 |
| Assets Managed by Firm | $270,182,869 |
| No. of Clients | 100 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 100 | $270,182,869 |
| Individuals (other than high net worth individuals) | 10 | $1,699,257 |
| High net worth individuals | 87 | $201,424,157 |
| Charitable organizations | Fewer than 5 clients | $17,878,012 |
| Corporations or other businesses | Fewer than 5 clients | $49,181,443 |
More Retirement Planning firms in Chicago, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Chicago, Illinois