BENEDETTI FINANCIAL, INC.

BENEDETTI FINANCIAL, INC. of SANTA MARIA, CA is an SEC-registered investment adviser (CRD 134598). Regulatory assets under management: $114.4M.

Registration

• CRD: 134598
• Type: Registered investment adviser
• Location: 2151 S. COLLEGE DR, SANTA MARIA, CA, 93455
• Phone: 805-922-4881
• Latest filing: 2026-03-24
• Regulatory AUM: $114.4M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $109.9M
• Clients: 2
• Accounts: 1,065

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134598 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search