Benefit Financial Services Group
Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $1,149,087,191 in 2,058 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,149MILLION
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Total Number of Accounts2,058ACCOUNTS
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Average Account Value$558,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, MA, NJ, NM, NV, NY, OR, TX, WA
Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry.
Mark Blom (CRD# 1706044) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 22 years of experience in the finance industry.
John Campbell (CRD# 2137874) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 32 years of experience in the finance industry.
Nicole Chou (CRD# 7039360) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 5 years of experience in the finance industry.
Paul Horn (CRD# 4887249) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 19 years of experience in the finance industry.
Keith Johnson (CRD# 2666739) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 28 years of experience in the finance industry.
Grace Lau (CRD# 2766928) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 27 years of experience in the finance industry.
Antonia Lipovac (CRD# 6795531) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 4 years of experience in the finance industry.
Brent Miller (CRD# 6340683) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has 1 year of experience in the finance industry.
Aksana Munoz (CRD# 6177063) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 9 years of experience in the finance industry.