IP
Ian G. Pass
BENCHMARK FINANCIAL
WILMINGTON, DE 19803
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CRD#: 8298560
IP
Ian G PassBENCHMARK FINANCIAL
Professional summary
Ian G Pass is a registered financial advisor currently at BENCHMARK FINANCIAL, LLC located in Wilmington, Delaware.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ian has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ian G Pass's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2026 - Present
BENCHMARK FINANCIAL, LLC
Office #1: 2 Righter Parkway Suite 100, Wilmington, DE 19803RIA
CRD#: 297443
WILMINGTON, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENCHMARK FINANCIAL, LLC
BENCHMARK FINANCIAL, LLC
CRD#: 297443 / SEC#: 801-131977
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)Delaware
Registered Investment Advisory firm - (2/24/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/20/2025 Terminated)Texas
Registered Investment Advisory firm - (2/18/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(6/22/2026)
Exams
Current Firm
BF
BENCHMARK FINANCIAL, LLC
BENCHMARK FINANCIAL, LLC
CRD#: 297443 / SEC#: 801-131977
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)Delaware
Registered Investment Advisory firm - (2/24/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/20/2025 Terminated)Texas
Registered Investment Advisory firm - (2/18/2025 Terminated)Loading...
Contact information
Main Address
2 Righter Parkway Suite 100, Wilmington, DE 19803
Mailing Address
Phone number
(302) 635-9760
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 348 |
| AUM (Assets Under Management) | $ 131,579,095 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
