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Benefit Financial Services Group (BFSG)

Tier 4
AUA
$15B as of 2023-06-30
Founded
Not reported
Headquarters
Irvine, CA
Services
Advisory

Client focus

Defined contribution

RIA with dual retirement-plan-consulting and wealth-management divisions; the retirement practice serves mid-market plan sponsors with fiduciary, investment-policy and vendor-benchmarking services.

https://bfsg.com

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