← Back to searchVisit website
BENCHMARK INVESTMENT ADVISORS LLC
CRD 159705 · SEC 801-73022
180 N STETSON AVE., STE 1990, CHICAGO, IL, 60601, United States
Phone
312-552-9595
Fax
312-552-7161
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.2M
Discretionary AUM
$329.2M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.1M |
| High net worth individuals | 93 | $254.1M |
| Charitable organizations | 2 | $11.0M |
| Corporations/business entities | 2 | $58.0M |
States served
AZ, CA, CO, IL, TN, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD