Benchmark Financial Wealth Advisors LLC

RIASEC RegisteredEst. 2017
Total AUM
$766M
Discretionary
$766M
100% of AUM
Avg account
$718K
Accounts
1,067
Employees
14
Advisory reps
7

Firm details

Headquarters
Boca Raton, Florida
CRD number
287966
Registered since
July 7, 2017
Website
bfllc.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI74.07%
  • Individuals24.5%
  • Pension & Profit Sharing Plans0.8%
  • Corporations / Businesses0.46%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Benchmark Financial Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm acts as a capital allocator for both individual & family clients and institutional accounts. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and manager selection services. Benchmark also operates as an insurance broker and bills clients through a mix of percentage-of-AUM fees, hourly charges, fixed fees and other arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Cash & Cash Equivalents 20%, Exchange Traded Equities 12%, US Government Bonds 8%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%54%
  • Public Funds/Mutual Funds54%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities12%
  • US Government Bonds8%
  • State & Local Bonds4%

Owners & executives

1 of 1
  • Thomas Jedrej

    Thomas Jedrej

    Chief Strategy OfficerCRD 7916077

Contacts

3 of 6
  • Alexander Ligeti

    Alexander Ligeti

    Wealth AdvisorCRD 6786599

  • Roger Kalina

    Roger Kalina

    Financial AdvisorCRD 2295079

  • Lawson Wlodkowski

    Lawson Wlodkowski

    Portfolio AnalystCRD 7527174

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$335M in ETFs

Passive

81%

$271M

Active

17%

$63.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$29.2M1,054,5048.72%
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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2351 Boca Raton Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth