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Benefit Financial Services Group
BENEFIT FINANCIAL SERVICES GROUP is an SEC-registered investment adviser in IRVINE, CA, registered since 2007. The firm manages $1.5 billion in regulatory...
Benefit Financial Services Group
BENEFIT FINANCIAL SERVICES GROUP is an SEC-registered investment adviser in IRVINE, CA, registered since 2007. The firm manages $1.5 billion in regulatory assets under management, $1.5 billion on a discretionary basis. It has 31 employees and 27 investment advisers.
General information
Firm type
Asset Manager
Sector focus
Frequently asked questions
What is Benefit Financial Services Group's investment strategy?
The firm's investment strategy is not publicly disclosed. No details on asset classes, stages, or portfolio companies have been identified.
Who leads Benefit Financial Services Group?
Leadership information for Benefit Financial Services Group is not available from public records. No principals have been named in verified sources.
How large is Benefit Financial Services Group's assets under management?
The firm has not publicly disclosed its AUM. No estimate from third parties is available.
Where is Benefit Financial Services Group headquartered?
The firm's headquarters location has not been confirmed in any public source.
Does Benefit Financial Services Group invest in specific sectors?
Based on its name, the firm likely focuses on financial services, but no confirmed sector focus exists in public records.
Has Benefit Financial Services Group been involved in any notable deals?
No verified deals or portfolio companies have been identified in public sources.
Is Benefit Financial Services Group related to any larger financial group?
No corporate parent or affiliation has been documented in accessible public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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