BFSG LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
BFSG LLC
CRD #143617
SEC #801-67796
CIK #0001706836
AUM$444.8 MM
Employees28
Phone949-955-2552
Address2040 Main Street Suite 720
Irvine, CA 92614
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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