Assets Under Management
$1.3B
Number of Clients
849
Number of Advisors
25
Average Client AUM
$1.5M
AUM per Advisor
$51.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
BFSG provides wealth management and institutional services. Wealth management includes financial planning, investment management, and advising on estate planning and insurance. Institutional services focus on retirement plan consulting for plan sponsors and fiduciaries.
2040 Main Street, Suite 720, Irvine, CA, 92614