BENEFIT FINANCIAL SERVICES GROUP - Financial Advisor in California, Irvine

Tel: 949-955-2552 2040 Main Street Suite 720 Irvine, California 92614

About 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

Firm CRD#:

143617

Firm SEC#:

801-67796

Assets Under Management:

$1,149,087,191

No. of Clients:

2058

No. of Advisors:

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 CONSULTATION)

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