Benefit Funding Services, LLC

Overview

Benefit Funding Services, LLC is organized as a limited liability company and has been SEC-registered since 1998. The firm's ownership is described as a combination of a domestic entity and an individual, and the snapshot classifies the adviser as unclassified rather than by a specific advisory model. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source data does not provide detail on the firm's fee structure, specific advisory activities, or client segments.

Assets & Accounts

Location & Offices