BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Adviser information for BENCHMARK FINANCIAL WEALTH ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,004 | $549.0M |
Non-Discretionary | 0 | $0 |
Total | 1,004 | $549.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 248 | $155.9M |
HNW Individuals | 105 | $370.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $10.9M |
Charitable organizations | <5 | $10.9M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $834,535 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed feesPROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES |
Other Business Activities | Insurance broker or agent |
Principal Office
2351 NW BOCA RATON BLVD.SUITE 100
BOCA RATON
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (561) 416-2992, Fax: (561) 416-2993
Chief Compliance Officer
ROGER KALINA
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
2351 NW BOCA RATON BLVD.
SUITE 100
BOCA RATON
FL
United States
Tel:
(561) 872-2035
Fax:
(561) 416-2993
R******@********M
(Full email address available in API data)
Regulatory Contact
ANDREA SPRIDIK
OPERATIONS MANAGER
2351 NW BOCA RATON BLVD
SUITE 100
BOCA RATON
FL
United States
Tel:
561-872-2034
Fax:
561-416-2993
A*******@********M
(Full email address available in API data)
Industry Affiliates
BENCHMARK FINANCIAL BENEFITS & RISK SERVICES LLC | Insurance company or agency |
BENCHMARK FINANCIAL INSURANCE ADVISORS LLC | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KALINA, ROGER, STEVEN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2017 | < 5% |
DB BENCHMARK, LLC | Domestic Entity | – | OWNER | 02/2017 | 25-50% |
DASZKAL, MICHAEL, ISSAC | Individual | DB BENCHMARK, LLC | MEMBER | 12/2014 | 50-75% |
DEVLIN, TIMOTHY, ROBERT | Individual | DB BENCHMARK, LLC | MEMBER | 12/2014 | 50-75% |
BENCHMARK FINANCIAL GROUP, LLC | Domestic Entity | – | OWNER | 04/2018 | 50-75% |
KALINA, ROGER, STEVEN | Individual | BENCHMARK FINANCIAL GROUP, LLC | MEMBER | 01/1999 | |
MP HOLDINGS | Domestic Entity | – | OWNER | 03/2019 | < 5% |
PIEDT, PHILIP, NATHANAEL | Individual | MP HOLDINGS | MEMBER | 05/2012 | > 75% |
BENCHMARK FINANCIAL GROUP INC | Domestic Entity | – | OWNER | 01/1999 | 50-75% |
KALINA, ROGER, STEVEN | Individual | BENCHMARK FINANCIAL GROUP INC | MANAGING MEMBER | 01/1999 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 357K | 2K | 0 |
ALPHABET INC | CAP STK CL C | 510K | 3K | 0 |
ALPHABET INC | CAP STK CL A | 2M | 13K | 0 |
ALTRIA GROUP INC | COM | 525K | 12K | 0 |
AMAZON COM INC | COM | 4M | 21K | 0 |
AMERICAN INTL GROUP INC | COM NEW | 689K | 9K | 0 |
AMGEN INC | COM | 374K | 1K | 0 |
APPLE INC | COM | 7M | 35K | 0 |
BANK AMERICA CORP | COM | 932K | 23K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 617K | 2K | 0 |
BLACKSTONE INC | COM | 916K | 7K | 0 |
BOEING CO | COM | 321K | 2K | 0 |
BRISTOL-MYERS SQUIBB CO | COM | 773K | 19K | 0 |
BROADCOM INC | COM | 657K | 409 | 0 |
CHIPOTLE MEXICAN GRILL INC | COM | 247K | 4K | 0 |
CISCO SYS INC | COM | 446K | 9K | 0 |
COCA COLA CO | COM | 407K | 6K | 0 |
CORNING INC | COM | 319K | 8K | 0 |
COSTCO WHSL CORP NEW | COM | 754K | 887 | 0 |
CROWDSTRIKE HLDGS INC | CL A | 335K | 874 | 0 |
CVS HEALTH CORP | COM | 224K | 4K | 0 |
DANAHER CORPORATION | COM | 207K | 827 | 0 |
ELI LILLY & CO | COM | 774K | 855 | 0 |
EXXON MOBIL CORP | COM | 224K | 2K | 0 |
FERRARI N V | COM | 440K | 1K | 0 |
FLEXSHOPPER INC | COM NEW | 287K | 224K | 0 |
GARMIN LTD | SHS | 258K | 2K | 0 |
GEN DIGITAL INC | COM | 279K | 11K | 0 |
HOME DEPOT INC | COM | 670K | 2K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 5M | 31K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 943K | 2K | 0 |
ISHARES INC | MSCI EQUAL WEITE | 1M | 16K | 0 |
ISHARES TR | CORE S&P TTL STK | 22M | 189K | 0 |
ISHARES TR | CORE S&P MCP ETF | 4M | 71K | 0 |
ISHARES TR | CORE S&P SCP ETF | 10M | 98K | 0 |
ISHARES TR | CORE S&P500 ETF | 2M | 3K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 538K | 3K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 1M | 4K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 5M | 26K | 0 |
ISHARES TR | CORE S&P US VLU | 243K | 3K | 0 |
ISHARES TR | CORE S&P US GWT | 1M | 10K | 0 |
ISHARES TR | RUS TP200 GR ETF | 11M | 51K | 0 |
ISHARES TR | CORE MSCI TOTAL | 463K | 7K | 0 |
ISHARES TR | EXPONENTIAL TECH | 208K | 4K | 0 |
ISHARES TR | RUSEL 2500 ETF | 4M | 61K | 0 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 358K | 7K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 952K | 17K | 0 |
JOHNSON & JOHNSON | COM | 211K | 1K | 0 |
JPMORGAN CHASE & CO. | COM | 603K | 3K | 0 |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 2M | 54K | 0 |
LOWES COS INC | COM | 238K | 1K | 0 |
MARRIOTT INTL INC NEW | CL A | 2M | 6K | 0 |
MCDONALDS CORP | COM | 250K | 983 | 0 |
MERCK & CO INC | COM | 758K | 6K | 0 |
META PLATFORMS INC | CL A | 2M | 3K | 0 |
MICROSOFT CORP | COM | 5M | 11K | 0 |
NOVO-NORDISK A S | ADR | 241K | 2K | 0 |
NVIDIA CORPORATION | COM | 8M | 67K | 0 |
PACER FDS TR | US CASH COWS 100 | 12M | 227K | 0 |
PACKAGING CORP AMER | COM | 305K | 2K | 0 |
PFIZER INC | COM | 431K | 15K | 0 |
PHILIP MORRIS INTL INC | COM | 274K | 3K | 0 |
PIMCO ETF TR | INTER MUN BD ACT | 2M | 29K | 0 |
PROCTER AND GAMBLE CO | COM | 272K | 2K | 0 |
QUALCOMM INC | COM | 418K | 2K | 0 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 7M | 95K | 0 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 28M | 732K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 6K | 0 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 11M | 78K | 0 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 212K | 3K | 0 |
SPDR GOLD TR | GOLD SHS | 294K | 1K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 35M | 64K | 0 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 4M | 8K | 0 |
TEXAS INSTRS INC | COM | 272K | 1K | 0 |
UNION PAC CORP | COM | 362K | 2K | 0 |
UNITEDHEALTH GROUP INC | COM | 372K | 730 | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 427K | 2K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 32M | 119K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 284K | 2K | 0 |
VANGUARD INDEX FDS | MID CAP ETF | 6M | 27K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 754K | 2K | 0 |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 4M | 60K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 763K | 15K | 0 |
VANGUARD WORLD FD | INF TECH ETF | 240K | 416 | 0 |
VERIZON COMMUNICATIONS INC | COM | 272K | 7K | 0 |
VISA INC | COM CL A | 887K | 3K | 0 |
WALMART INC | COM | 676K | 10K | 0 |
WASTE MGMT INC DEL | COM | 551K | 3K | 0 |
WELLS FARGO CO NEW | COM | 454K | 8K | 0 |
WILLIAMS SONOMA INC | COM | 355K | 1K | 0 |