Benefit Finance Securities, LLC

Overview

Benefit Finance Securities, LLC is organized as a limited liability company operating as an insurance broker-dealer. Ownership is reported as a combination of a domestic entity and an individual. The firm’s filings do not describe any capital-allocation activities; it is not designated as a capital allocator and it does not identify itself as an active ESG investor. Available data indicates the firm does not present itself as a multi-state investment adviser, a pension consultant, or a related adviser. Specific business activities and advisory services have not been disclosed in the source material.

Assets & Accounts

Location & Offices