Bengen Financial Services, Inc. (Chula Vista)

Bengen Financial Services, Inc. is an adviser based in Chula Vista. It manages $48.33 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Bengen Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bengen Financial Services: assets under management

The assets under management (AUM) of Bengen Financial Services, Inc. is $48.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $582.25 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bengen Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bengen Financial Services, Inc.

William Bengen has been acting as President since 1 Jul 1989. Joyce Anne Bengen joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Bengen	President	1 Jul 1989	50% - 75%	2101753
Joyce Anne Bengen	Vice president	1 Jul 1989	50% - 75%	4346327
William Paul Bengen	President/cco	1 Jul 1989	50% - 75%	2101753

Based in Chula Vista

The principal office where Bengen Financial Services, Inc. performs its advisory services is located at 997 Wind Cave Place, Chula Vista, CA 91914, which is also the mailing address of the firm. An additional office of the firm is in La Quinta, CA. It doesn’t run an office outside of the United States.