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- Custodian
- Apex · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
About Benchmark Financial, LLC
Benchmark Financial, LLC is a Wilmington, DE RIA providing comprehensive financial planning and ongoing investment management for individuals and families (including retirees and business owners). The firm builds goal-based plans across investing, taxes, insurance, retirement, and estate/legacy planning, anchored by cash-flow analysis and clear client communication. Portfolios are managed primarily at Charles Schwab and Apex, with advice on held-away assets; team holds CFP®, CFA, and related credentials.
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Owner & Executives
RICHARD CHRISTOPHER JAKOTOWICZ JR.
Chief Compliance Officer, Director Of Financial Planning
- CRD
- #4244055
- Ownership
- 75% or more
JACOB DORSEY WEAVER
Director of Investment Strategy
- CRD
- #4791111
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ian G Pass
--
- CRD
- #8298560
CALEB LEE RAY
Financial Planning Advisor
- CRD
- #7727049
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,579,095 | $378,101 |
| Non-Discretionary | $0 | -- |
| Total | $131,579,095 | $378,101 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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