← Back to searchVisit website
BENEFIT FINANCIAL SERVICES GROUP
BFSG, LLC
CRD 143617 · SEC 801-67796
2040 MAIN STREET, SUITE 720, IRVINE, CA, 92614, United States
Phone
949-955-2552
Fax
949-955-2553
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.53B
Team
31 total employees; 27 advisory reps; 99 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER CONSULTATION
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS, TAX PREPARATION SERVICES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 536 | $204.4M |
| High net worth individuals | 325 | $1.19B |
| Pension/profit sharing plans | 15 | $12.8M |
| Charitable organizations | 11 | $34.8M |
States served
AZ, CA, CO, GA, ID, IL, MA, NE, NV, NJ, NM, NY, NC, OR, UT, VA, WA, TX, CT, FL
All web addresses on file
- https://twitter.com/bfsgllc
- https://instagram.com/bfsgllc
- https://www.linkedin.com/company/focus-financial-partners
- HTTPS://WWW.FACEBOOK.COM/BFSGLLC
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BFSG-LLC
- https://focusfinancialpartners.com/
- http://www.youtube.com/@bfsg
- https://twitter.com/FocusFinancial
- https://www.bfsg.com
Official SEC filing: View on IAPD