BFSG, LLC
Doing business as BENEFIT FINANCIAL SERVICES GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,535,338,692
Discretionary
$1,534,792,515
Non-discretionary
$546,177
Firm details
- CRD number
- 143617
- SEC file number
- 801-67796
- Main office
- IRVINE, CA, United States
- Employees
- 31
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.