BFSG, LLC

BENEFIT FINANCIAL SERVICES GROUP
IRVINE, California·8 registered advisors·CRD# 143617
SEC# 801-677965949-955-2552
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER CONSULTATION
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BFSG, LLC

8 registered advisors
Christopher Scott Rowey
IRVINE, California
Darren Robert Stewart
IRVINE, California
Grace Lau
IRVINE, California
Martina Marie Schackman
IRVINE, California
CFPCFA
Michael Angelo Allbee
IRVINE, California
Patrick David Powers
IRVINE, California
Rachel Marie Fequiere
IRVINE, California
Steven Lee Yamshon
IRVINE, California
05

Office Locations

IRVINE, California
8 advisors

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Data sourced from SEC Form ADV filings. BFSG, LLC (CRD# 143617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.