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Benivest, Inc.

Benivest, Inc. is not an actively registered IAR.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$4.2M
Total Assets
55
Accounts
$76.1K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Christina Katherine Panagakos President, Chief Compliance Officer 10/01/2000
Laguna, Jose, Alberto Chief Process & Technology Officer 07/01/2001
Warmerdam, Matthew, Mark Board of Directors 02/01/2005
Helgeland, Eric, T Cheif Executive Officer 11/01/2007

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
600 Townsend Street
San Francisco , CA 94103
Phone Number: 415-503-4025

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Fixed Fees