Get started
LP Profile

Benefit Financial Services Group

Wealth ManagerIrvine, United States
$1.5B
Assets Under Management
Irvine
Headquarters
Get Contact Details Website
Investment Focus

About Benefit Financial Services Group

Benefit Financial Services Group (BFSG) is a boutique investment management company headquartered in Irvine, California, established in 1996. Wealth and investment management, retirement planning and comprehensive financial services across varied asset classes are its specialties.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & Development
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in IrvineLimited Partners in United StatesLP Database

Similar real estate investors

Multifamily & Residential Real Estate InvestorsIndustrial Real Estate InvestorsOffice & Commercial Real Estate InvestorsReal Estate Investors in IrvineReal Estate Investor Database
More Investors

Related Wealth Managers in United States

Per Stirling Capital Management
Austin, United States
$1.6B AUM
Ariel Investments
Chicago, United States
$1.5B AUM
Brandywine Oak Private Wealth
Kennett Square, United States
$1.6B AUM
Calton & Associates
Tampa, United States
$1.6B AUM
CORDA Investment Management
Houston, United States
$1.5B AUM
United Asset Strategies
Garden City, United States
$1.6B AUM
FAQ

Frequently asked questions

What type of investor is Benefit Financial Services Group?

Benefit Financial Services Group is a wealth manager based in Irvine, United States, managing approximately $1.5B in assets.

Where is Benefit Financial Services Group headquartered?

Benefit Financial Services Group is headquartered in Irvine, United States.

How much does Benefit Financial Services Group manage?

Benefit Financial Services Group manages approximately $1.5B in assets under management.

What does Benefit Financial Services Group invest in?

Benefit Financial Services Group focuses on Real Estate - General, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Commercial Property Acquisition & Development.

How can I contact Benefit Financial Services Group?

Verified contact details, key decision-makers, and investment preferences for Benefit Financial Services Group are available on LPbacked. Create a free account to access them.