BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BOCA RATON, Florida·4 registered advisors·CRD# 287966
SEC# 801-1107642(561) 416-2992
01

Firm Overview

AUM
$549M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BENCHMARK FINANCIAL WEALTH ADVISORS LLC

4 registered advisors
Michael Issac Daszkal
BOCA RATON, Florida
Philip Nathanael Piedt
BOCA RATON, Florida
CFP
Roger Steven Kalina
BOCA RATON, Florida
CFPChFC
Timothy Robert Devlin
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
4 advisors

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Data sourced from SEC Form ADV filings. BENCHMARK FINANCIAL WEALTH ADVISORS LLC (CRD# 287966) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.