BFSG LLC

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Assets, Funds, Holdings

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BFSG LLC
CRD #143617
SEC #801-67796
CIK #0001706836
AUM $1.1 BB (2024-07-08)
Employees 32 (81% Investors, 0% Brokers)
Phone949-955-2552
Address2040 Main Street
Irvine, CA 92614
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
6.04.83.62.41.20.02007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 30.8
NVDA 399,550.0 23.7
AAPL 2,382,844.0 20.6
IAU 15.2
CHD 22,123.7 12.0
CSX 63,357.9 10.5
COST 207,576.9 10.0
RTX 139,471.0 9.9
SGOL 9.3
XOM 385,508.3 8.7
View All
Holdings by Sector ($MM)
80064048032016002015201820212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other 805-2135054767 2012-03-21 14.4
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 519 0.2
(b) Individuals (high net worth individuals) 277 0.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 0.0
(h) Charitable organizations 11 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,058 1.1
By Discretionary
Discretionary 2,056 1.1
Non-Discretionary 2 0.0
Total 2,058 1.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.1
Total 2,058 1.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001706836]
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GA 1.2
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Ciccarelli Advisory Services Inc
FL 1.1
Independence Square Holdings LLC
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Pbmares Wealth Management LLC
VA 1.1
CGN Advisors LLC
KS 1.1
Seaview Investment Managers LLC
FL 1.1
HBW Advisory Services LLC
CA 1.1
Triune Financial Partners LLC
KS 1.1
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