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BENEFIT FINANCIAL SERVICES GROUP
Tel: 949-955-2552
2040 Main Street Suite 720
Irvine, California 92614
BENEFIT FINANCIAL SERVICES GROUP
BENEFIT FINANCIAL SERVICES GROUP is a Irvine, California based financial advisory firm with nearly $1,149,087,191 in assets under management and provides investment advisory services for 2058 clients. There are currently 32 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER CONSULTATIO
Firm CRD#:
143617
SEC#:
801-67796
No. of Clients:
2058
Assets under Management
$1,149,087,191
No. of Advisors:
32
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