The Benchmark Company, Inc. (New York)


The Benchmark Company, Inc. is a large advisory firm based in New York. It manages $139.6 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.

The Benchmark Company provides portfolio management for individuals and small businesses and pension consulting 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.

The Benchmark Company: assets under management

The assets under management (AUM) of The Benchmark Company, Inc. is $139.6 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $134 million in discretionary accounts and $5.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $832.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $56 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Benchmark Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where The Benchmark Company, Inc. performs its advisory services is located at 750 Lexington Ave, New York, NY 10022, 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 212-421-4080 or by fax 212-421-4196. The normal business hours are 8:30am to 5:00pm on Monday - Friday.

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