1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BENNINGFIELD FINANCIAL ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-561-6688
NotebookSEC #801-79441
Total AUM
$284.3M
Employees
3
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1160 BATTERY STREET EAST, SUITE 100
SAN FRANCISCO
CA 94111
United States
Operating Hours
9 AM TO 5 PM
BY APPOINTMENT
Phone
415-561-6688

ReceiptFinancials

Total AUM
$284.3M
Accounts
322
Discretionary
$284.3M
Accounts
322
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
48
AUM
$280.2M
Charitable Organization Clients
1
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account