6802 Paragon Place
Suite 126
Richmond, Virginia 23230
Tel: 804-457-2309
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291252 |
SEC# | 801-113176 |
Assets Managed by Firm | $466,610,623 |
No. of Clients | 39 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 39 | $466,610,623 |
Pension and profit sharing plans | 39 | $466,610,623 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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