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BENEFIT FIDUCIARY GROUP LLC

6802 Paragon Place
Suite 126
Richmond, Virginia 23230
Tel: 804-457-2309

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About BENEFIT FIDUCIARY GROUP LLC

BENEFIT FIDUCIARY GROUP LLC, formally registered with the SEC as BENEFIT FIDUCIARY GROUP LLC. The firm was established in 05/07/2018. They have over 1 offices throughout the country.

BENEFIT FIDUCIARY GROUP LLC is a Richmond, Virginia based Financial Planning firm with nearly $466,610,623 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#291252
SEC#801-113176
Assets Managed by Firm$466,610,623
No. of Clients39
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total39$466,610,623
Pension and profit sharing plans39$466,610,623

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