BFSG LLC
Legal Name: BFSG, LLC
Other Info
BFSG, LLC is a Delaware-based limited liability company that employs 28 people, with 19 engaged in advisory roles. This institution boasts an impressive clientele, serving 84 clients. BFSG LLC's registration status with the U.S. Securities and Exchange Commission was approved on April 17, 2007, making it a trusted and established financial services provider.
Benefit Financial Services Group (BFSG, LLC) - YouTube
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Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Investment Management-Financial Planning | Benefit Financial Services Group Phoenix
Benefit Financial Services Group is comprised of experienced financial planners and investment advisors who help you achieve your financial goals. Located in Phoenix, AZ
Investment Management-Financial Planning | Benefit Financial Services Group Phoenix
Benefit Financial Services Group is comprised of experienced financial planners and investment advisors who help you achieve your financial goals. Located in Phoenix, AZ
Home | Benefit Financial Services Group
949-251-9333 Menu HomeWho We Are Our ValuesOur MissionCode of EthicsHow We StartedOur PeopleOur CredentialsWhat We Do Investment ManagementFinancial PlanningRetirement PlanningHow We Do It Our Investment PhilosophyFinancial PlanningRetirement PlanningInvestment ManagementStrategiesCustodianFeesMe…
Direct Owners
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CHRISTOPHER SCOTT ROWEY
VICE PRESIDENT owns less than 5%
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DARREN ROBERT STEWART
VICE PRESIDENT AND SECRETARY owns less than 5%
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
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GRACE LAU
CO-PRESIDENT owns less than 5%
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JOHN CHRISTOPHER CAMPBELL
CO-PRESIDENT owns less than 5%
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MICHAEL ANGELO ALLBEE
SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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PATRICK DAVID POWERS
CO-PRESIDENT owns less than 5%
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RACHEL MARIE FEQUIERE
VICE PRESIDENT & TREASURER owns less than 5%
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MARTINA MARIE SCHACKMAN
VICE PRESIDENT owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
GOLDMAN SACHS & CO. LLC
United States -
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States
Firms Located Nearby
- First Foundation Advisors
- SUN Group Wealth Partners LLC
- Newport Wealth Strategies Inc
- Sageview Private Client Group LLC
- Avanath Capital Management LLC
- FPA Real Estate Advisers Group LLC
- Signature Resources Capital Management LLC
- Apriem Advisors
- Pathway Capital Management LP
- Burnham Gibson Wealth Advisors Inc
News
Top Holdings
- ISHARES TR 3 7 YR TREAS BD $14,221k
- ISHARES TR $12,808k
- VANGUARD INDEX FDS TOTAL STK MKT $12,405k
- ISHARES TR $10,266k
- MICROSOFT CORP $9,727k
- VANGUARD CHARLOTTE FDS $8,778k
- Schwab US Tips ETF (SCHP) $7,977k
- ISHARES TR CORE S&P SCP ETF $7,153k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $7,065k
- ISHARES TR CORE S&P500 ETF $6,566k