Benivest, Inc. (San Francisco)


Benivest, Inc. is a multi-state adviser based in San Francisco. It manages $11.39 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2003.

Benivest provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Benivest: assets under management

The assets under management (AUM) of Benivest, Inc. is $11.39 million. The firm's AUM has grown by 302% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.89 million in discretionary accounts and $1.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $114.85 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Benivest, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Benivest, Inc. performs its advisory services is located at 600 Townsend Street, San Francisco, CA 94103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-503-4020 or by fax 415-503-4019. The normal business hours are 9am - 6pm pacific time on Monday - Friday. You can find more information about the New York firm at www.benivest.com.

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