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BENNING FINANCIAL GROUP, LLC
CRD 136256 · SEC 801-66741
560 FIRST STREET, SUITE C-107, BENICIA, CA, 94510, United States
Phone
707-426-3700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.0M
Discretionary AUM
$95.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $22.2M |
| High net worth individuals | 26 | $65.5M |
| Pension/profit sharing plans | 2 | $6.7M |
| Corporations/business entities | 2 | $601K |
All web addresses on file
Official SEC filing: View on IAPD