Overview
Assets Under Management: $236 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 45
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.33
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 134950
Last Filing Date: 2025-01-31 00:00:00
Website: https://benningfieldadvisors.com