Benchmark Asset Managers, LLC (Philadelphia)

Name: Benchmark Asset Managers, LLC
Address: 1700 Sansom Street, Philadelphia, PA, 19103
Telephone: 215-557-7114

Benchmark Asset Managers, LLC is a large advisory firm based in Philadelphia. It manages $75.23 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.

Benchmark Asset Managers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benchmark Asset Managers: assets under management

The assets under management (AUM) of Benchmark Asset Managers, LLC is $75.23 million. The firm's AUM has grown by 348% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.15 million in discretionary accounts and $5.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $797.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benchmark Asset Managers, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Benchmark Asset Managers, LLC

Benchmark Asset Managers, LLC is owned by George Benjamin Bingham. Otto Sam Folin has been acting as President since 1 Jul 2002. John Jay Campagna joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Otto Sam Folin	President	1 Jul 2002	Other	603256
Llc Harvest Managers	Member	1 Jul 2002	75% - 100%	23-3050780
George Benjamin Bingham	Managing director	1 Jan 2007	25% - 50%	4284995
John Jay Campagna	Managing director	1 Jan 2007	Other	4738390
George Benjamin Bingham	Owner	1 Oct 2010	25% - 50%	4284995

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Nancy Lynn Folin	Member	1 Jul 2002	25% - 50%	4375341

Based in Philadelphia

The principal office where Benchmark Asset Managers, LLC performs its advisory services is located at 1700 Sansom Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-557-7114 or by fax 215-557-0912. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.benchmarkam.com.