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

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