| BFSG LLC | |
|---|---|
| CRD # | 143617 |
| SEC # | 801-67796 |
| CIK # | 0001706836 |
| AUM | $444.8 MM |
| Employees | 28 |
| Phone | 949-955-2552 |
| Address | 2040 Main Street Suite 720 Irvine, CA 92614 |
| Links |
IAPD
EDGAR
Website
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VCIT | 8.8 | ||
| VCSH | 8.5 | ||
| BNDX | 7.9 | ||
| VTI | 7.8 | ||
| IHDG | 7.6 | ||
| IJR | 7.3 | ||
| MSFT | 865,660.0 | 6.1 | |
| VIGI | 5.7 | ||
| HEDJ | 5.5 | ||
| AAPL | 843,560.0 | 5.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | 805-2135054767 | 15.5 | ||
| View All | ||||
| Comparable Firms | AUM ($BB) |
|---|---|
| Westside Investment Management Inc | 0.4 |
| Founders Circle Capital LLC | 0.4 |
| TCFG Investment Advisors LLC | 0.4 |
| R S CRUM Inc | 0.4 |
| Toronado Partners LLC | 0.4 |
| Three Bridge Wealth Advisors LLC | 0.4 |
| JP King Advisors Inc | 0.4 |
| Regency Investment Advisors Inc | 0.4 |
| Alambic Investment Management LP | 0.4 |
| Worthpointe LLC | 0.5 |