BFSG LLC

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Assets, Funds, Holdings

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CAFR Data
BFSG LLC
CRD #143617
SEC #801-67796
CIK #
AUM $444.8 MM (100% Disc, 100% US)
Employees28 (68% Investors, 0% Brokers)
Phone949-955-2552
Address2040 Main Street
Irvine, CA 92614
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02006201020152020
Sector Holding Cap ($MM) Value ($MM)
SHY11.3
VTI10.4
IEI10.3
SHV8.1
BNDX7.7
BIL7.1
SCHP6.9
MSFT865,660.06.8
VCSH6.5
IJR6.2
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other 805-2135054767 15.5
View All
Comparable Firms State AUM ($BB)
Regency Investment Advisors Inc
CA 0.4
Everhart Financial Group Inc
OH 0.4
BEAM Asset Management LLC
LA 0.4
Change Path LLC
KS 0.4
Strategic Wealth Management Inc
WA 0.4
Clearrock Capital LLC
ID 0.4
ISI Financial Group Inc
PA 0.4
Westside Investment Management Inc
CA 0.4
Bates Financial Advisors Inc
IL 0.4
Wealthtrust Arizona LLC
AZ 0.4
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