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Home > Retirement Planners > washington > tacoma > BENCHMARK PLUS MANAGEMENT
BENCHMARK PLUS MANAGEMENT
820 A Street
Suite 700
Tacoma, Washington 98402
Tel: 253-573-0657
About BENCHMARK PLUS MANAGEMENT
BENCHMARK PLUS MANAGEMENT, formally registered with the SEC as BENCHMARK PLUS MANAGEMENT. The firm was established in 10/31/2003. They have over 1 offices throughout the country.
BENCHMARK PLUS MANAGEMENT is a Tacoma, Washington based Financial Planning firm with nearly $1,026,456,829 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127471 |
| SEC# | 801-62490 |
| Assets Managed by Firm | $1,026,456,829 |
| No. of Clients | 9 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,026,456,829 |
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