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Benchmark Financial Wealth Advisors LLC

● SEC registered since 2017CRD 287966SEC# 801-110764Boca Raton, FL
Export (members)
Reg. AUM
$721.7M
Employees
10
Accounts
1,114
Location
Boca Raton, FL

Benchmark Financial Wealth Advisors LLC assets under management

Benchmark Financial Wealth Advisors LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2017. It reports $721.7 million in regulatory assets under management and employs 10 people.
www.bfllc.comView on SEC.gov ↗

Benchmark Financial Wealth Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Benchmark Financial Group, LLC ControlOwnerOver 75%2018
Roger Steven Kalina ControlChief Compliance OfficerUnder 5%2017
Roger Steven Kalina ControlMemberOver 75%1999
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Frequently asked questions

How much does Benchmark Financial Wealth Advisors LLC manage?

Benchmark Financial Wealth Advisors LLC reports $721.7 million in regulatory assets under management on its Form ADV.

How many employees does Benchmark Financial Wealth Advisors LLC have?

Benchmark Financial Wealth Advisors LLC reports 10 employees.

Where is Benchmark Financial Wealth Advisors LLC located?

Benchmark Financial Wealth Advisors LLC is based in Boca Raton, FL and has been SEC-registered since 2017.

Does Benchmark Financial Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL 33431
Phone(561) 416-2992
Fax(561) 416-2993
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1757706
Discloses disciplinary historyNo

Assets under management

Discretionary$721.7M
Non-discretionary$0
Total (RAUM)$721.7M