Wealth Manager · Irvine, United States

Benefit Financial Services Group

AUM $1.5B1 contactsbfsg.com

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.

Real estate mandate

PROPERTY FOCUS
Multifamily, Industrial, Office
STRATEGY
Not stated
DEAL FORMAT
Not stated
TARGET MARKETS
Not stated

Contacts at Benefit Financial Services Group

· …
1 contacts with names, emails and LinkedInUnlock with a membership

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