BENCHMARK CAPITAL GROUP LTD.

228 N. Bench Street
Galena, Illinois 61036
Tel: 815-777-0600

About BENCHMARK CAPITAL GROUP LTD.

BENCHMARK CAPITAL GROUP LTD, formally registered with the SEC as BENCHMARK CAPITAL GROUP LTD. The firm was established in 04/08/2021. They have over 2 offices throughout the country.

BENCHMARK CAPITAL GROUP LTD. is a Galena, Illinois based Financial Planning firm with nearly $147,250,464 assets under management, offering retirement planning & investment advisory services to 373 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123698
SEC#	801-120729
Assets Managed by Firm	$147,250,464
No. of Clients	373
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	373	$147,250,464
Individuals (other than high net worth individuals)	124	$39,997,823
High net worth individuals	42	$107,118,428
Charitable organizations	Fewer than 5 clients	$134,213

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