Milo M. Benningfield
BENNINGFIELD FINANCIAL ADVISORS
San Francisco, CA 94111
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CRD#: 4937721
Professional summary
Milo Mark Benningfield, CFP® is a registered financial advisor currently at BENNINGFIELD FINANCIAL ADVISORS, LLC located in San Francisco, California.
Milo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Milo has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Milo Mark Benningfield's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
May 8, 2012 - Present
BENNINGFIELD FINANCIAL ADVISORS, LLC
Office #1: 1160 Battery Street East, Suite 100, San Francisco, CA 94111RIA
CRD#: 134950
San Francisco, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENNINGFIELD FINANCIAL ADVISORS, LLC
BENNINGFIELD FINANCIAL ADVISORS | BENNINGFIELD, MILO MARK | BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD#: 134950 / SEC#: 801-79441
RIA
Registered Investment Advisory firm - (3/28/2014 Approved)California
Registered Investment Advisory firm - (5/2/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/8/2012)
Current Firm
BF
BENNINGFIELD FINANCIAL ADVISORS, LLC
BENNINGFIELD FINANCIAL ADVISORS | BENNINGFIELD, MILO MARK | BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD#: 134950 / SEC#: 801-79441
RIA
Registered Investment Advisory firm - (3/28/2014 Approved)California
Registered Investment Advisory firm - (5/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1160 Battery Street East, Suite 100, San Francisco, CA 94111
Mailing Address
3701 Sacramento Street #392, San Francisco, CA 94118
Phone number
(415) 561-6688
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 235,836,475 |
Red Flags
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Company Information
BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD#: 134950San Francisco, CA 94111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
