Company Overview
- Headquarters
- 2040 Main Street Suite 720, Irvine CA
- Website
- bfsg.com
- Phone
- (949) 955-2552
- Employees
- 33
- Founded in
- 1991
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$10B
Who is BFSG
Benefit Financial Services Group (BFSG) is an investment advisory firm based in Irvine, California. BFSG is an SEC registered investment advisor with 33 employees. BFSG offers a range of investment advisory services. The firm provides its services to individuals and/or prospective clients. BFSG also makes investment-related information, publications, and links accessible on its website. BFSG requires clients to request a copy of their current written disclosures, which detail advisory services and fees. The firm's website is designed for general information dissemination regarding its advisory services and does not constitute solicitation for securities transactions or personalized investment advice. Any direct communication from BFSG to prospective clients is conducted by registered representatives or those exempt from registration requirements in the client's state. BFSG's current written disclosure Brochure and Form CRS, outlining their business operations, services, and fees, are accessible on their website and upon written request.
Company Leadership
BFSG Tech Stack
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