Falists
← Back to search

BEN-DAVID FINANCIAL PLANNING

BEN-DAVID, DORETE

CRD 127450

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$51.2M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$51.2M

All web addresses on file

Official SEC filing: View on IAPD