BENEFIT FINANCIAL SERVICES GROUP

2040 Main Street
Suite 720
Irvine, California 92614
Tel: 949-955-2552

About BENEFIT FINANCIAL SERVICES GROUP

BENEFIT FINANCIAL SERVICES GROUP, formally registered with the SEC as BENEFIT FINANCIAL SERVICES GROUP. The firm was established in 04/17/2007. They have over 6 offices throughout the country.

BENEFIT FINANCIAL SERVICES GROUP is a Irvine, California based Financial Planning firm with nearly $1,149,087,191 assets under management, offering retirement planning & investment advisory services to 2058 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143617
SEC#	801-67796
Assets Managed by Firm	$1,149,087,191
No. of Clients	2058
No. of Advisors	32

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER CONSULTATION)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2058	$1,149,087,191
Individuals (other than high net worth individuals)	519	$191,642,370
High net worth individuals	277	$882,251,646
Pension and profit sharing plans	14	$13,906,454
Charitable organizations	11	$23,372,894
Corporations or other businesses	Fewer than 5 clients	$20,983,481

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