Overview
Assets Under Management: $182 million
Headquarters: WOODSIDE, CA
High-Net-Worth Clients: 71
Average Client Assets: $2.3 million
Frequently Asked Questions
BENNICAS & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105102), BENNICAS & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
BENNICAS & ASSOCIATES, INC. is headquartered in WOODSIDE, CA.
BENNICAS & ASSOCIATES, INC. serves 71 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BENNICAS & ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BENNICAS & ASSOCIATES, INC. manages $182 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BENNICAS & ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.26%
Average Client Assets: $2.3 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 105102
Filing ID: 1181633
Last Filing Date: 2018-03-29 19:20:00