Benefit Financial Services Group

EST. AUM
$1,535,338,692

CONTACTS
11

CLIENT ACCOUNTS
2,289

Firm Details

Metro area Los Angeles
CRD Number 143617
Website bfsg.com
Client types

Overview

Benefit Financial Services Group ("BFSG") is a multi-faceted Registered Investment Advisor serving both institutional and individual clients through its two divisions - BFS Institutional Services and BFS Wealth Management. They are a wholly-owned, indirect subsidiary of Focus Financial Partners ("Focus"). Focus is a leading partnership of independent, fiduciary registered investment advisory firms. BFSG has offices in both Irvine and Phoenix.

Platform Details

Investment Preferences

Alternative Activity