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FIRM PROFILE
Overview
BENEFIT FUNDING SERVICES, LLC is located at 100 Spectrum Center Drive Suite 400, Irvine, CA 92618 and was first established at Los Angeles, Nevada in 09/11/1997. After operating for 28 years, BENEFIT FUNDING SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BENEFIT FUNDING SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BENEFIT FUNDING SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BENEFIT FUNDING SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BENEFIT FUNDING SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BENEFIT FUNDING SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BENEFIT FUNDING SERVICES, LLC Comes From
Understanding the Statistics for BENEFIT FUNDING SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
100 Spectrum Center Drive Suite 400, Irvine, CA 92618
Small
(424) 476-5445
Nevada since 09/11/1997
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BFS HOLDINGS, LLC | OWNER | ||
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
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Advisor's working at BENEFIT FUNDING SERVICES, LLC
Gregg Michael Gottlieb
Deborah Mccully Stavis
Anthony Joseph Cardona
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