Benchmark Wealth Management
Benchmark Wealth Management (CRD# 298885) is a financial advisory firm headquartered in Blue Ash, OH. They manage $120,561,205 in 284 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management121MILLION
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$424,511
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, OH
David Eltringham (CRD# 4771777) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has over 13 years of experience in the finance industry.
Matthew Eltringham (CRD# 6484148) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has over 8 years of experience in the finance industry.
Kyle Trischler (CRD# 7515968) is an Investment Advisor Representative working at Benchmark Wealth Management in Blue Ash, OH and has 1 year of experience in the finance industry.