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BENIVEST, INC.
SAN FRANCISCO, CA
415-503-4020
SEC #801-62137Total AUM
$11.4M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 TOWNSEND STREET
SUITE 120 E
SAN FRANCISCO
CA 94103
USA
SUITE 120 E
SAN FRANCISCO
CA 94103
USA
Operating Hours
9AM - 6PM PACIFIC TIME
Monday - Friday
Monday - Friday
Phone
415-503-4020
Financials
Total AUM
$11.4M
Accounts
88Discretionary
$9.9M
Accounts
75Non-Discretionary
$1.5M
Accounts
13
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.