Benningfield Financial Advisors, LLC

Benningfield Financial Advisors, LLC (CRD# 134950) is a financial advisory firm headquartered in San Francisco, CA. They manage $181,014,326 in 262 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $690,894
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
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, NY

Financial Advisors at Benningfield Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 19 years of experience in the finance industry. Milo Benningfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 15 years of experience in the finance industry.

3
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 7 years of experience in the finance industry.

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