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David William Swisher

BENCHMARK CAPITAL GROUP LTD.·GALENA, Illinois
Series 6, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredBENCHMARK CAPITAL GROUP LTD.
228 N. BENCH STREET, GALENA, IL 61036CRD# 2266323Firm CRD# 123698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David William Swisher · GALENA, IL
Registration
CRD #2266323 · BENCHMARK CAPITAL GROUP LTD. · 28 years registered
Brand Profile
Not yet started
01

Career History

BENCHMARK CAPITAL GROUP LTD.
Feb 1998 – present
BENCHMARK CAPITAL GROUP LTD.
Aug 1998 – Dec 2002
GRAYSLAKE, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 11, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BENCHMARK CAPITAL GROUP LTD.
CRD 123698 · SEC 801-120729
AUM
$149M
Regulatory assets under management
Employees
4
427 client accounts
Services offered by BENCHMARK CAPITAL GROUP LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BENCHMARK CAPITAL GROUP LTD. →
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05

Frequently Asked Questions

What services does David William Swisher offer?
David William Swisher specializes in Financial Planning, Investment Management. Contact their office in GALENA, Illinois for a consultation.
What are David William Swisher's credentials?
David William Swisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Swisher located?
David William Swisher is based in GALENA, Illinois, working with BENCHMARK CAPITAL GROUP LTD.. Their office serves clients in the GALENA metropolitan area and surrounding communities.
How does David William Swisher charge for services?
David William Swisher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK CAPITAL GROUP LTD.?
BENCHMARK CAPITAL GROUP LTD. has approximately 4 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
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Research
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