Unclaimed Profile

Georgia Lee Bennicas

BENNICAS & ASSOCIATES, INC.·PORTOLA VALLEY, California

Series 7, Series 24Clean record4 years registeredBENNICAS & ASSOCIATES, INC.

838 PORTOLA ROAD, PORTOLA VALLEY, CA 94028-7207CRD# 1161124Firm CRD# 105102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Georgia Lee Bennicas · PORTOLA VALLEY, CA

Registration

CRD #1161124 · BENNICAS & ASSOCIATES, INC. · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BENNICAS & ASSOCIATES, INC.

BEACON POINTE ADVISORS, LLC

Feb 2023 – Oct 2025

Portola Valley, CA

BENNICAS & ASSOCIATES, INC.

Jul 2022 – Jan 2023

PORTOLA VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · July 22, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENNICAS & ASSOCIATES, INC.

CRD 105102 · SEC 801-35762

AUM

$246M

Regulatory assets under management

Employees

132 client accounts

Services offered by BENNICAS & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BENNICAS & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Georgia Lee Bennicas offer?

Georgia Lee Bennicas specializes in Financial Planning, Investment Management.

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, last registered with BENNICAS & ASSOCIATES, INC..

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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