THE BENCHMARK GROUP RIA SERVICES, LLC
Firm details
- Headquarters
- CHERRY HILL, New Jersey
- CRD number
- 153820
- Website
- thebenchmarkgroup.net
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Benchmark Group Ria Services, LLC is a limited liability company that operates primarily as a capital allocator, focusing on institutional clients. The firm engages in various business activities, including serving as an insurance broker. Its advisory services encompass financial planning, pension consulting, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser or a newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DEAN SPEAR
PresidentCRD 1345149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHERRY HILL, NJ
CAMDEN
Location
CHERRY HILL, NJ
Headquartered in CHERRY HILL, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CAMDEN
- Address
- 1520 Route 38
- Time zone
- ET (UTC-5)
- Office locations
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