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 with domestic and individual ownership. The firm is classified as "unclassified" in the available dataset and has provided very little public detail about its advisory model, target clients, or specific business lines. In the snapshot data the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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 3
Deborah Stavis
Founder & CEOCRD 1109504
William Webb
Chief Compliance OfficerCRD 1256777
Daniel Pierson
Chief Operating OfficerCRD 4481874
Contacts
3 of 19
Thomas Giltner
PartnerCRD 5757152
Ihechituru Kanu
Managing DirectorCRD 1863520
Gregg Gottlieb
OwnerCRD 2011631
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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