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Benningfield Financial Advisors, LLC

● SEC registered since 2014CRD 134950SEC# 801-79441San Francisco, CA
Export (members)
Reg. AUM
$284.3M
Employees
3
Accounts
322
Location
San Francisco, CA

Benningfield Financial Advisors, LLC assets under management

Benningfield Financial Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2014. It reports $284.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/benningfield-financial-advisors-llcView on SEC.gov ↗

Benningfield Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Milo Mark Benningfield ControlManaging Member And Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Benningfield Financial Advisors, LLC manage?

Benningfield Financial Advisors, LLC reports $284.3 million in regulatory assets under management on its Form ADV.

How many employees does Benningfield Financial Advisors, LLC have?

Benningfield Financial Advisors, LLC reports 3 employees.

Where is Benningfield Financial Advisors, LLC located?

Benningfield Financial Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2014.

Does Benningfield Financial Advisors, LLC disclose fund performance?

Benningfield Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1160 Battery Street East, Suite 100, San Francisco, CA 94111
Phone415-561-6688
Fax415-520-5800
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2053653
Discloses disciplinary historyNo

Assets under management

Discretionary$284.3M
Non-discretionary$0
Total (RAUM)$284.3M