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BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD 134950 · SEC 801-79441
1160 BATTERY STREET EAST, SUITE 100, SAN FRANCISCO, CA, 94111, United States
Phone
415-561-6688
Fax
415-520-5800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.3M
Discretionary AUM
$284.3M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $280.2M |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD