Investment adviser · CRD 106902
BENCHMARK FINANCIAL LTD
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed May 10, 2012
- Regulatory AUM
- $38.7M Form ADV · Item 5.F
- Client accounts
- 149 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 10, 2012. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3636 NORTH CENTRAL AVE # 620PHOENIX, AZ, 85012, United States
CRD 106902
Filing source
Form ADV 646153 · May 10, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.