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Benefit Fiduciary Group LLC

Headquartered in RICHMOND, VA

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Firm Information

Benefit Fiduciary Group LLC is a registered investment adviser headquartered in Richmond, VA. The firm has 2 licensed agents and 2 investment adviser representatives, managing approximately $466,610,623 in regulatory assets under management. The firm primarily provides investment advisory services to pension and profit-sharing plans, with a focus on portfolio management for individuals and pension consulting.

Benefit Fiduciary Group LLC

6802 PARAGON PLACE

RICHMOND, VA 23230

$466.61M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BENEFIT FIDUCIARY GROUP LLC has a total of 1 branch locations across the country.
location

RICHMOND, VA

Advisors at Benefit Fiduciary Group LLC

View All 2 Advisors
Unclaimed
George Richard Brickley

RA

RICHMOND, VA

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Unclaimed
Alexandra Cheryl Pino

RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Benefit Fiduciary Group LLC.

Frequently Asked Questions (9)

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