BENCHMARK FINANCIAL

BENCHMARK FINANCIAL of CEDAR FALLS, IA is an SEC-registered investment adviser (CRD 314535). Regulatory assets under management: $26.2M.

Registration

• CRD: 314535
• Type: Registered investment adviser
• Location: 2616 ORCHARD DRIVE, CEDAR FALLS, IA, 50613
• Phone: 319-727-8383
• Latest filing: 2024-10-16
• Regulatory AUM: $26.2M
• Non-discretionary AUM: $26.2M
• Clients: 3
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search