Benold Financial Planning
Benold Financial Planning is an SEC-registered ria with $139.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Benold Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134258, SEC 801-132320, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $139.1M (2026-01-21)
- Firm type
- Ria
- Employees
- 2
- Clients
- 60
- CRD
- 134258
- Ownership
- Benold, Jordan, Douglas
How much AUM does Benold Financial Planning have?
Benold Financial Planning reported $139.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Benold Financial Planning?
Disclosed owners and executives of Benold Financial Planning include Benold, Jordan, Douglas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.