$108.4M Total AUM
$99.8M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 08-25-2003
- Office Locations
- 1
Office Locations
-- Schwenksville PA
About Benchmark Financial
Benchmark Financial provides personal wealth management and financial planning, including tax and estate planning, insurance guidance, and charitable giving. Portfolios are implemented primarily with public funds and ETFs, with modest allocations to cash and U.S. government/investment-grade bonds. The firm is led by principal Joshua Fennimore, custodies at Charles Schwab, and uses Advyzon for portfolio and client management.
Team overview
-- AVG AGE
$108.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Custodian
Legacy eagle Capital meridian
Investment Vehicles
Eagle vector
Platform
North
Services
Alpha Meridian Matrix Insight vector Eagle wave
Technology
Vector
Owner & Executives
JOSHUA ANDREW FENNIMORE
Principal
- CRD
- #2668736
- Ownership
- 75% or more
(755) 870-2261
foundation.vertex@wavecapital.com
in linkedin.com/in/optima-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,772,977 | -- |
| Non-Discretionary | $8,668,807 | -- |
| Total | $108,441,784 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,441,784
Public Funds:
10.5% Equity - Exchange:
21.7% Cash:
11.2% U.S. Government/Agency:
24.0% Corporate - Investment Grade:
19.7% Municipal Bonds:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $153,618,364 | 10.5% |
| Equity - Exchange | $317,477,952 | 21.7% |
| Cash | $163,859,588 | 11.2% |
| U.S. Government/Agency | $351,127,689 | 24.0% |
| Corporate - Investment Grade | $288,217,311 | 19.7% |
| Municipal Bonds | $188,731,134 | 12.9% |
| Total | $1,463,032,038 | 100.0% |