BENEFIT FUNDING SERVICES, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
44079
Registered since
August 6, 1998

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Mark Axmacher

    Vice President & CIOCRD 5534770

  • Daniel Pierson

    Chief Operating OfficerCRD 4481874

  • DEBORAH STAVIS

    Founder & CEOCRD 1109504

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Contacts

3 of 15
  • Karin Egan

    Registered RepresentativeCRD 2582419

  • MICHAEL MARION

    CRD 6155356

  • MOSES GLANZER

    Registered RepresentativeCRD 2444674

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth