Benchmark Wealth Management is an investment advisor in Old Lyme with $340.67 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
640963896
SEC advisor number
801-108489
FINRA CRD number
160192
AUM ?
$362.07 mm
(as of 20 Mar 24)
Accounts
770
(as of 20 Mar 24)
Employees
4
(2 investment advisory or research)
Address
Benchmark Wealth Management
83 HALLS ROAD, SUITE 201
P.O. BOX 525
OLD LYME
CT 06371
83 HALLS ROAD, SUITE 201
P.O. BOX 525
OLD LYME
CT 06371
Phone
860-434-6890
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22