PPrivate Fund Data Log in Join · $37/mo

Benchmark Advisory Services, LLC

● SEC registered since 2019CRD 305662SEC# 801-117417San Diego, CA
Export (members)
Reg. AUM
Employees
2
Accounts
Location
San Diego, CA

Benchmark Advisory Services, LLC assets under management

Benchmark Advisory Services, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2019. It employs 2 people.

Benchmark Advisory Services, LLC owners & executives

8 reported
NameTitleOwnershipSince
David Jaindl MartinDirector Of ComplianceUnder 5%2020
Jeremy Mathew Wilder ControlChief Legal/Corporate SecretaryUnder 5%2020
Kingswood US, LLC ControlSole MemberOver 75%2019
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How many employees does Benchmark Advisory Services, LLC have?

Benchmark Advisory Services, LLC reports 2 employees.

Where is Benchmark Advisory Services, LLC located?

Benchmark Advisory Services, LLC is based in San Diego, CA and has been SEC-registered since 2019.

Does Benchmark Advisory Services, LLC disclose fund performance?

Benchmark Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127
Phone800-535-6981
Fax800-913-5984
Office hours9:00 - 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo