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Benningfield, Milo Mark (San Francisco)


Benningfield, Milo Mark is a mid-sized advisory firm based in San Francisco. It manages $74.78 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Benningfield, Milo Mark provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Benningfield, Milo Mark: assets under management

The assets under management (AUM) of Benningfield, Milo Mark is $74.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benningfield, Milo Mark for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Benningfield, Milo Mark performs its advisory services is located at The Presidio Of San Francisco, San Francisco, CA 94129 1700, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-561-6688 or by fax 415-520-5800. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.benningfieldadvisors.com.


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