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Building 2BENNICAS & ASSOCIATES, INC.

Map pinPORTOLA VALLEY, CA
Phone650-851-4601
NotebookSEC #801-35762
Total AUM
$246.1M
Employees
5
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
838 PORTOLA ROAD
PORTOLA VALLEY
CA 94028-7207
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
650-851-4601

ReceiptFinancials

Total AUM
$246.1M
Accounts
132
Discretionary
$246.1M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$12.7M
HNW Individual Clients
96
AUM
$233.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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