Benefit Funding Services, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
20
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 SEC-registered since 1998. The filing identifies ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified within the dataset. The reporting indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The public profile provides few details about the firm's advisory activities, client types, fee arrangements, or specific business lines. No information about portfolio construction approach, target client segments, or product shelf is included in the record.

Investments & Alternatives

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 3
  • Deborah Stavis

    Deborah Stavis

    Founder & CEOCRD 1109504

  • William Webb

    William Webb

    Chief Compliance OfficerCRD 1256777

  • Daniel Pierson

    Daniel Pierson

    Chief Operating OfficerCRD 4481874

Contacts

3 of 17
  • Thomas Giltner

    Thomas Giltner

    PartnerCRD 5757152

  • Gregg Gottlieb

    Gregg Gottlieb

    OwnerCRD 2011631

  • Larry Dietz

    Larry Dietz

    Retirement Income ProfessionalCRD 1199585

Unlock 14 more contacts

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