Benedetti Financial, Inc.

Benedetti Financial, Inc. (CRD# 134598) is a financial advisory firm headquartered in Santa Maria, CA. They manage $82,919,549 in 1,013 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $81,855
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Benedetti Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Christie L. Benedetti
CRD#: 5538246
Mt. Juliet, TN

Christie Benedetti (CRD# 5538246) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Mt. Juliet, TN and has over 9 years of experience in the finance industry.

2
Trent J. Benedetti
CRD#: 1746521
2151 S. College Drive, Ste. 101, Santa Maria, CA 93455

Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry.

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