Benedetti Financial, Inc.
Benedetti Financial, Inc. (CRD# 134598) is a financial advisory firm headquartered in Santa Maria, CA. They manage $85,266,709 in 890 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management85MILLION
-
Total Number of Accounts890ACCOUNTS
-
Average Account Value$95,805
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TN, TX
Financial Advisors at Benedetti Financial, Inc.
1
Christie Benedetti (CRD# 5538246) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Mt. Juliet, TN and has over 10 years of experience in the finance industry.
2
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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