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Bfsg, LLC

● SEC registered since 2007CRD 143617SEC# 801-67796Irvine, CA
Export (members)
Reg. AUM
$1.29B
Employees
31
Accounts
855
Location
Irvine, CA

Bfsg, LLC assets under management

Bfsg, LLC is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2007. It reports $1.3 billion in regulatory assets under management and employs 31 people.

Bfsg, LLC owners & executives

19 reported
NameTitleOwnershipSince
Christopher Scott Rowey ControlVice PresidentUnder 5%2016
Darren Robert Stewart ControlVice President And SecretaryUnder 5%2016
Focus Operating, LLC ControlMember (manager)Over 75%2007
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Frequently asked questions

How much does Bfsg, LLC manage?

Bfsg, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Bfsg, LLC have?

Bfsg, LLC reports 31 employees.

Where is Bfsg, LLC located?

Bfsg, LLC is based in Irvine, CA and has been SEC-registered since 2007.

Does Bfsg, LLC disclose fund performance?

Bfsg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2040 Main Street, Suite 720, Irvine, CA 92614
Phone949-955-2552
Fax949-955-2553
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1706836
Discloses disciplinary historyNo

Assets under management

Discretionary$1.29B
Non-discretionary$515K
Total (RAUM)$1.29B