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).

By the Numbers
  • Total Assets Under Management
    977
    MILLION
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • 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
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
Showing 21 - 21 of 21 top financial advisors.
21
Robert Verdugo
CRD#: 7150078
2040 Main Street, Suite 720, Irvine, CA 92614

Robert Verdugo (CRD# 7150078) 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.

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