Bennicas & Associates is an investment advisor in Portola Valley with $246.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Georgia Bennicas Dba Bennicas & Associates
SEC CIK
IRS number
472387293
SEC advisor number
801-35762
FINRA CRD number
105102
AUM ?
$246.05 mm
(as of 30 Mar 22)
Accounts
132
(as of 30 Mar 22)
Employees
5
(2 investment advisory or research)
Address
Bennicas & Associates
2995 WOODSIDE RD
SUITE 250
WOODSIDE
CA 94062
2995 WOODSIDE RD
SUITE 250
WOODSIDE
CA 94062
Phone
6508514601
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Feb 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Jul 21
13F-HR
Quarterly holdings report by institutional manager
15 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21