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BENEDETTI FINANCIAL, INC.
CRD 134598
2151 S. COLLEGE DR, STE 101, SANTA MARIA, CA, 93455, United States
Phone
805-922-4881
Fax
805-922-7953
Registration
— (—)
Source
State registered
Total AUM
$114.4M
Discretionary AUM
$4.5M
Team
2 total employees; 2 advisory reps; 575 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $4.4M |
| Other investment advisers | 575 | $109.9M |
All web addresses on file
Official SEC filing: View on IAPD