Ian G Pass
Investment adviser representative at Benchmark Financial, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$131.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Benchmark Financial, LLCJun 2026 to now
- Deel US LLCJun 2026 to now
- Kpmg Uk LLPMar 2023 to May 2026
- Anglian Water Services LimitedJan 2022 to Mar 2023
- Willis Towers WatsonApr 2015 to Jan 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (DE).
Benchmark Financial, LLC
$131.6MAssets managed
90Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8298560
- Firm CRD
- 297443