Benedetti, Trent J

Benedetti, Trent J (CRD# 134598) is a financial advisory firm headquartered in Santa Maria, CA. They manage $4,910,101 in 382 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $12,854
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Benedetti, Trent J
Showing 1 - 2 of 2 top financial advisors.
1
Trent J. Benedetti
CRD#: 1746521
2151 S. College Drive, Ste. 101, Santa Maria, CA 93455
93
Wealthminder
score

Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti, Trent J in Santa Maria, CA and has over 29 years of experience in the finance industry.

2
Christie L. Crabtree
CRD#: 5538246
2151 S. College Dr., Ste. 101, Santa Maria, CA 93455
89
Wealthminder
score

Christie Crabtree (CRD# 5538246) is an Investment Advisor Representative working at Benedetti, Trent J in Santa Maria, CA and has over 2 years of experience in the finance industry.

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