BENCHMARK FINANCIAL

BENCHMARK FINANCIAL is an SEC-registered investment adviser (CRD 127074). Regulatory assets under management: $108.4M.

Registration

• CRD: 127074
• Type: Registered investment adviser
• Phone: 610-715-9554
• Latest filing: 2026-03-23
• Regulatory AUM: $108.4M
• Discretionary AUM: $99.8M
• Non-discretionary AUM: $8.7M
• Clients: 1
• Accounts: 188

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127074 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search