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 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
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 17
Thomas Giltner
PartnerCRD 5757152

Gregg Gottlieb
OwnerCRD 2011631

Larry Dietz
Retirement Income ProfessionalCRD 1199585
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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