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. Publicly available profile fields are sparse: the firm is listed as "Unclassified" for its adviser type and is identified as having a domestic entity/individual ownership structure. Regulatory data indicates the firm is not a multi-state adviser, is not designated as a pension consultant or related adviser, and is not newly formed. The snapshot does not detail the firm's advisory services, client segments, fee models, or day-to-day business activities.

Assets & Accounts

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 4
  • Mark Axmacher

    Mark Axmacher

    Vice President & CIOCRD 5534770

  • Daniel Pierson

    Daniel Pierson

    Chief Operating OfficerCRD 4481874

  • Deborah Stavis

    Deborah Stavis

    Founder & CEOCRD 1109504

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Contacts

3 of 16
  • Karin Egan

    Karin Egan

    Registered RepresentativeCRD 2582419

  • Michael Marion

    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