BENNINGFIELD FINANCIAL ADVISORS, LLC

1160 Battery Street East, Suite 100
San Francisco, California 94111
Tel: 415-561-6688

About BENNINGFIELD FINANCIAL ADVISORS, LLC

BENNINGFIELD FINANCIAL ADVISORS, LLC, formally registered with the SEC as BENNINGFIELD FINANCIAL ADVISORS, LLC. The firm was established in 03/28/2014. They have over 1 offices throughout the country.

BENNINGFIELD FINANCIAL ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $235,836,475 assets under management, offering retirement planning & investment advisory services to 316 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134950
SEC#	801-79441
Assets Managed by Firm	$235,836,475
No. of Clients	316
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	316	$235,836,475
High net worth individuals	45	$231,895,031
Charitable organizations	Fewer than 5 clients	$3,941,444

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