Key facts
- BENEFIT FINANCIAL SERVICES GROUP is a other based in IRVINE, CA.
- BENEFIT FINANCIAL SERVICES GROUP reports $2.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 143617- Regulatory AUM
- $2.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 31
- Registered office
- IRVINE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BFSG, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BENEFIT FINANCIAL SERVICES GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BENEFIT FINANCIAL SERVICES GROUP's AUM?
- BENEFIT FINANCIAL SERVICES GROUP manages approximately $2.7M in assets.