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. 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
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 4
Mark Axmacher
Vice President & CIOCRD 5534770

Daniel Pierson
Chief Operating OfficerCRD 4481874

Deborah Stavis
Founder & CEOCRD 1109504
Contacts
3 of 16Karin Egan
Registered RepresentativeCRD 2582419

Michael Marion
CRD 6155356
Moses Glanzer
Registered RepresentativeCRD 2444674
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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