BFSG, LLC
DBA: BENEFIT FINANCIAL SERVICES GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +19.0% | +14.9% | +10.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.54B |
| Discretionary | $1.53B |
| Employees | 31 |
| Client Accounts | 2289 |
| Client Range | 251-500 |
Contact & Location
Address
2040 MAIN STREET
IRVINE CA 92614
Phone
949-955-2552
Filing History
62 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$546,177
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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