Benchmark Financial

Finance · Pennsylvania, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1150 1st Ave Ste 501, King Of Prussia, P...

Phone Number

(610) 715-9554

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Benchmark Financial

Benchmark Financial is a boutique registered investment advisor providing comprehensive wealth management services to financially successful individuals. I specialize in working with retired clients and those who are close to retirement. As a Registered Investment Advisor, I'm bound by a fiduciary standard to place my clients' interests before my own. Brokers, insurance agents and banks are held to a lesser standard. The advice I provide is totally objective. I do not push products, charge hidden fees, and I am not compensated by incentives. By working with a small, select group of clients, I can give you truly personal attention, combined with the experience, expertise and resources necessary to tackle your most challenging financial issues.Explore more
Benchmark Financial's Social MediaPopular SearchesBenchmark FinancialSIC Code 62,628NAICS Code 52,523Show more

Is Benchmark Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Benchmark Financial

Compare insights from companies similar to Benchmark Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benchmark Financial

<$5M
1-10
Private
-
2016
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
-
MS
Matthew StackFounder & Private Wealth Advisor
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
2003
NH
Nichole HejlDirector, Client Relations & Marketing
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Benchmark Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Benchmark Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Benchmark Financial.

Benchmark Financial Tech Stack

A closer look at the technologies used by Benchmark Financial

Top Finance Companies

Frequently Asked Questions Regarding Benchmark Financial

What is Benchmark Financial's official website?
Benchmark Financial's official website is www.benchmarkfn.com
What is Benchmark Financial's Revenue?
Benchmark Financial's revenue is <$5 Million
What is Benchmark Financial's SIC code?
Benchmark Financial's SIC: 62,628
What is Benchmark Financial's NAICS code?
Benchmark Financial's NAICS: 52,523
How many employees does Benchmark Financial have?
Benchmark Financial has 1-10 employees
What industry does Benchmark Financial belong to?
Benchmark Financial is in the industry of: Finance, Securities Trading
What is Benchmark Financial competition?
Benchmark Financial top competitors include: Traditions Wealth Advisors, Grand Strategy Capital, TATRA Wealth Management, Sterling Total Wealth Solutions
What technology does Benchmark Financial use?
Some of the popular technologies that Benchmark Financial uses are: Google Cloud DNS, Squarespace Online Stores, Google Cloud Platform, Adobe Typekit
How do I contact Benchmark Financial?
Benchmark Financial contact info: Phone number: (610) 715-9554 Website: www.benchmarkfn.com
What does Benchmark Financial do?

Benchmark Financial is a boutique registered investment advisor providing comprehensive wealth management services to financially successful individuals. I specialize in working with retired clients and those who are close to retirement. As a Registered Investment Advisor, I'm bound by a fiduciary standard to place my clients' interests before my o... wn. Brokers, insurance agents and banks are held to a lesser standard. The advice I provide is totally objective. I do not push products, charge hidden fees, and I am not compensated by incentives. By working with a small, select group of clients, I can give you truly personal attention, combined with the experience, expertise and resources necessary to tackle your most challenging financial issues.Read More

What are Benchmark Financial social media links?
Benchmark Financial Twitter page
Is Benchmark Financial a public company?
Benchmark Financial is private company therefore does not currently have an official ticker symbol
See more information about Benchmark Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.