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BENEFIT FIDUCIARY GROUP LLC
CRD 291252 · SEC 801-113176
6802 PARAGON PLACE, SUITE 126, RICHMOND, VA, 23230, United States
Phone
804-457-2309
Fax
800-385-2303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.4M
Discretionary AUM
$204.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 47 | $529.4M |
States served
VA
Official SEC filing: View on IAPD