DBA: BENEFIT FINANCIAL SERVICES GROUP
| Total AUM | $1.54B |
| Discretionary | $1.53B100% of AUM |
| Non-Discretionary | $546K |
| Client Accounts | 2,289 |
| Avg Account Size | $671K |
| Employees | 31 |
| Peak AUM | $5.19BApr 2012 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +19.0% | +16.3% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $1.54B |
| Discretionary | $1.53B |
| Employees | 31 |
| Client Accounts | 2289 |
| Client Range | 251-500 |
Address
2040 MAIN STREET
IRVINE CA 92614
Phone
949-955-2552
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$546,177
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
| -4.4% /yrover 19 yrs · 60 filings |
Total AUM
$1.5B
| $1.5B |
| +19.2% |
| +16.3% |
| +10.1% |
| Non-Disc. AUM | $546,177 | 76.7% | +15.2% | +5.6% |
| Total Accounts | 2k | +167.7% | +5.0% | +5.0% |
| Avg Account Size | $670,746.48 | 55.6% | +10.7% | +4.8% |
| Employees | 31 | 0.0% | 1.1% | +2.1% |
| AUM / Employee | $50M | +19.0% | +17.5% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +17.2% | +15.1% | +9.5% | |
| Institutional AUM | $122M | +49.7% | +37.6% | +21.6% | |
| Other AUM | $17M | 1.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 536 | +3.9% | +2.1% | +5.5% | |
| Institutional | 26 | 0.0% | +7.4% | +3.4% | |
| Individuals | 325 | +5.9% | +7.4% | +3.9% | |