$51.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2003
- Office Locations
- 1
Office Locations
-- Shingle Springs CA
About BEN-David Financial Planning
Ben-David Financial Planning is an independent, fee-only RIA in Northern California providing financial planning and investment advisory services for individuals, including retirement, tax, estate and college planning. Portfolios emphasize asset allocation using ETFs, index and mutual funds. Sole-owner practice led by Dorete Ben-David; as of 2024 the firm is not taking new clients.
Team overview
-- AVG AGE
$51.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DORETE BEN-DAVID
Client Services Manager, Owner
- CRD
- #4677966
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,208,391 | -- |
| Total | $51,208,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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