RIA Intel›Advisers›Iowa›BENCHMARK FINANCIAL, LLC

BENCHMARK FINANCIAL, LLC

Advisory

CEDAR FALLS, IA

Data as of Oct 16, 2024 · Source: SEC Form ADV

Average account
$4M
across 6 accounts
AUM per adviser
$13M
2 advisers

Source: SEC Form ADV. Figures as filed Oct 16, 2024.

Total AUM
$26M
Discretionary %
0%
Clients
6
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$0
Non-Discretionary AUM$26M
Discretionary %0%
Total Clients6
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

ROCKWAY WEALTH PARTNERS
URBANDALE, IA
$27M
LAINE LARRY DONALD
CEDAR RAPIDS, IA
$26M
-33.2% 1Y
LIFESTYLES INVESTMENT STRATEGIES, INC
$28M
HOGAN CAPITAL MANAGEMENT, INC.
WATERL00, IA
$28M
+17.6% 1Y
CAMBRIDGE RETIREMENT ADVISORS
FAIRFIELD, IA
$23M
-39.9% 1Y
SMITH DARRYL D CO INC
ATLANTIC, IA
$23M

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