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Stephen Reid Westphal

BENCHMARK PLUS MANAGEMENT, LLC·TACOMA, Washington
Unclaimed Profile
820 A STREET, TACOMA, WA 98402CRD# 2957697Firm CRD# 127471
01

About

Stephen Reid Westphal is a registered financial advisor based in TACOMA, Washington, affiliated with BENCHMARK PLUS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BENCHMARK PLUS MANAGEMENT, LLC
BENCHMARK PLUS MANAGEMENT
AUM
$1.0B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BENCHMARK PLUS MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2957697
Firm CRD# 127471
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Reid Westphal offer?
Stephen Reid Westphal specializes in Retirement Planning. Contact their office in TACOMA, Washington for a consultation.
What are Stephen Reid Westphal's credentials?
Stephen Reid Westphal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Reid Westphal located?
Stephen Reid Westphal is based in TACOMA, Washington, working with BENCHMARK PLUS MANAGEMENT, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Stephen Reid Westphal charge for services?
Stephen Reid Westphal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK PLUS MANAGEMENT, LLC?
BENCHMARK PLUS MANAGEMENT, LLC has approximately 8 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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