Bfsg, LLC is a large advisory firm based in Irvine. It manages $444.82 million of regulatory assets for 1,072 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.
Bfsg provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bfsg, LLC is $444.82 million. The firm's AUM has gone down by -91% since the beginning of its operation, and $478.96 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bfsg, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Christopher Campbell is high net worth individuals with 134 clients and $296.41 million of assets under management. Among the 9 most similar advisory firms, Bfsg has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $440.08 million for 452 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Bfsg also advises several private funds. Namely, one other private fund.
The company employs 28 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Christopher Campbell has been acting as President since 1 Mar 2007. Martina Marie Schackman joined the executive team most recently as the Vice President.
The principal office where Bfsg, LLC performs its advisory services is located at 2040 Main Street, Irvine, CA 92614, which is also the mailing address of the firm. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-955-2552 or by fax 949-955-2553. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at bfsg.net.