BENEFIT FUNDING SERVICES, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 44079
- Registered since
- August 6, 1998
Firm profile
FINTRXOverview
Benefit Funding Services, LLC is organized as a limited liability company and has been registered with the SEC since 1998. Ownership is identified as a mix of a domestic entity and an individual. The firm is not classified under a specific advisory category in the available data and does not act as a capital allocator. It does not report activity as an ESG-focused investor, is not set up as a multi-state adviser, and is not described as a pension consultant or a related adviser. The firm has not provided details about its client segments, fee schedules, or the specific advisory services it offers.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Mark Axmacher
Vice President & CIOCRD 5534770
Daniel Pierson
Chief Operating OfficerCRD 4481874
DEBORAH STAVIS
Founder & CEOCRD 1109504
Contacts
3 of 15Karin Egan
Registered RepresentativeCRD 2582419
MICHAEL MARION
CRD 6155356
MOSES GLANZER
Registered RepresentativeCRD 2444674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 100 Spectrum Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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