Overview
Assets Under Management: $236 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 45
Average Client Assets: $5 million
Frequently Asked Questions
BENNINGFIELD FINANCIAL ADVISORS, LLC 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 #134950), BENNINGFIELD FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BENNINGFIELD FINANCIAL ADVISORS, LLC is headquartered in SAN FRANCISCO, CA.
BENNINGFIELD FINANCIAL ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, BENNINGFIELD FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BENNINGFIELD FINANCIAL ADVISORS, LLC manages $236 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, BENNINGFIELD FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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