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Georgia Lee Bennicas

BENNICAS & ASSOCIATES, INC.·PORTOLA VALLEY, California
Unclaimed Profile
838 PORTOLA ROAD, PORTOLA VALLEY, CA 94028-7207CRD# 1161124Firm CRD# 105102
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About

Georgia Lee Bennicas is a registered financial advisor based in PORTOLA VALLEY, California, affiliated with BENNICAS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
BENNICAS & ASSOCIATES, INC.
BENNICAS & ASSOCIATES, INC.
AUM
$246M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BENNICAS & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1161124
Firm CRD# 105102
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Georgia Lee Bennicas offer?
Georgia Lee Bennicas specializes in Financial Planning, Investment Management. Contact their office in PORTOLA VALLEY, California for a consultation.
What are Georgia Lee Bennicas's credentials?
Georgia Lee Bennicas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Georgia Lee Bennicas located?
Georgia Lee Bennicas is based in PORTOLA VALLEY, California, working with BENNICAS & ASSOCIATES, INC.. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.
How does Georgia Lee Bennicas charge for services?
Georgia Lee Bennicas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENNICAS & ASSOCIATES, INC.?
BENNICAS & ASSOCIATES, INC. has approximately 5 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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