Bennicas & Associates, Inc.
Bennicas & Associates, Inc. (CRD# 105102) is a financial advisory firm headquartered in Portola Valley, CA. They manage $246,052,039 in 132 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management246MILLION
-
Total Number of Accounts132ACCOUNTS
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Average Account Value$1,864,031
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Bennicas & Associates, Inc.
No Advisor Found.
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