Benefit Financial Services Group
Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $976,966,481 in 1,978 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management977MILLION
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Total Number of Accounts1,978ACCOUNTS
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Average Account Value$493,916
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, GA, ID, MA, NM, NV, NY, OR, TX, WA
Financial Advisors at Benefit Financial Services Group
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