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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BENCHMARK ADVISORY SERVICES, LLC CRD Number: 305662OtherThanAnnual Amendment

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What is comprehensive money management services?

Comprehensive money management services involve overseeing an individual's or organization's finances, including budgeting, investing, and financial planning.

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Anyone who provides comprehensive money management services for clients may be required to file.

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The purpose of comprehensive money management services is to help individuals and organizations effectively manage their finances and achieve their financial goals.

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Information such as assets, liabilities, income, expenses, investment strategies, and financial goals must be reported.

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