Benningfield Financial Advisors, LLC

Benningfield Financial Advisors, LLC (CRD# 134950) is a financial advisory firm headquartered in San Francisco, CA. They manage $215,376,957 in 310 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1160 Battery Street East, Suite 100, San Francisco, CA 94111
https://www.linkedin.com/company/benningfield-financial-advisors-llc
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $694,764
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Benningfield Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Milo Benningfield, financial advisor San Francisco CA
Milo M. Benningfield
CRD#: 4937721
1160 Battery Street East, Suite 100, San Francisco, CA 94111

Milo Benningfield (CRD# 4937721) is an Investment Advisor Representative working at Benningfield Financial Advisors, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

2
Michael Johnson, financial advisor San Francisco CA
Michael J. Johnson
CRD#: 4513098
1160 Battery Street East, Suite 100, San Francisco, CA 94111

Michael Johnson (CRD# 4513098) is an Investment Advisor Representative working at Benningfield Financial Advisors, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

3
Richard Truong, financial advisor San Francisco CA
Richard Truong
CRD#: 6277528
1160 Battery Street East, Suite 100, San Francisco, CA 94111

Richard Truong (CRD# 6277528) is an Investment Advisor Representative working at Benningfield Financial Advisors, LLC in San Francisco, CA and has over 10 years 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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