# Ben-David Financial Planning

Ben-David Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 127450
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127450

## About

BEN-DAVID FINANCIAL PLANNING is a state-registered investment adviser with $51 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Financial Services

## Related profiles

- [Rahlfs Capital](https://altss.com/profile/rahlfs-capital-llc)
- [Spectrum Financial Resources](https://altss.com/profile/spectrum-financial-resources)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ben-david-financial-planning

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