Fennimore Advisory, LLC, doing business as Benchmark Financial, requires that you provide current and accurate financial and personal information. Benchmark Financial will protect the information you have provided in a manner that is safe, secure and professional. We are committed to protecting your privacy and to safeguarding that information.
Information we collect
The personal information we collect directly from you includes information required to communicate with you and help us in addressing your financial needs. This information could include:
- Your name and address
- Investment objectives and experience
- Financial circumstances
- Account balance and account transactions
- Social security number
- Employment information
We collect your personal information, for example, from the following sources:
- Information we receive from you on applications and other forms
- Information about your transactions with us or others
We also collect your personal information from others such as custodians, and other companies.
How information is used
All financial companies need to share client personal information to run their everyday business. We use information about you to provide our services to you. We may disclose the information to third parties as permitted by law, including the custodians or other companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities or as required by law. This may include personal information about you. We do not sell your personal information to anyone.
How information is safeguarded
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.
We reserve the right to change this policy at any time as needed and you will be notified if any changes occur.
If you would like a copy of our current Firm Brochure (Form ADV Part 2) please call, write or email us and we will send you a copy at no charge.