BEN-DAVID FINANCIAL PLANNING

BEN-DAVID FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 127450). Regulatory assets under management: $51.2M.

Registration

• CRD: 127450
• Type: Registered investment adviser
• Phone: 650-274-3739
• Latest filing: 2026-03-31
• Regulatory AUM: $51.2M
• Non-discretionary AUM: $51.2M
• Clients: 1
• Accounts: 97

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search