Benchmark Advisory Services, LLC
● SEC registered since 2019CRD 305662SEC# 801-117417San Diego, CA
Reg. AUM
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Employees
2
Accounts
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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| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jaindl Martin | Director Of Compliance | Under 5% | 2020 |
| Jeremy Mathew Wilder Control | Chief Legal/Corporate Secretary | Under 5% | 2020 |
| Kingswood US, LLC Control | Sole Member | Over 75% | 2019 |
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Join to unlock · $37/moFrequently 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
| Address | 11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127 |
| Phone | 800-535-6981 |
| Fax | 800-913-5984 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers