Ben-david Financial Planning

Ben-david Financial Planning (CRD# 127450) is a financial advisory firm headquartered in , . They manage $55,600,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.bendavidfp.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $463,333
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ben-david Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Dorete Ben-David, financial advisor Shingle Springs CA
Dorete Ben-David
CRD#: 4677966
Shingle Springs, CA

Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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