BFSG, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 143617). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| John Christopher Campbell | CO-PRESIDENT | — |
| Patrick David Powers | CO-PRESIDENT | — |
| Michael Angelo Allbee | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Darren Robert Stewart | VICE PRESIDENT AND SECRETARY | — |
| Christopher Scott Rowey | VICE PRESIDENT | — |
| Grace Lau | CO-PRESIDENT | — |
| Martina Marie Schackman | VICE PRESIDENT | — |
| Steven Lee Yamshon | CO-PRESIDENT | Newport Beach, CA |
| POWERS PATRICK DAVID | CO-PRESIDENT | — |
| CAMPBELL JOHN CHRISTOPHER | CO-PRESIDENT; PRESIDENT | — |
| GENSKE RACHEL MARIE | CHIEF COMPLIANCE OFFICER | — |
| STEWART JEFFREY ROBERT | VICE PRESIDENT AND SECRETARY | — |
| LAU GRACE | CO-PRESIDENT; PRESIDENT OF PACWEST | — |
| ALLBEE MICHAEL ANGELO | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FEQUIERE RACHEL MARIE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & TREASURER | — |
| SCHACKMAN MARTINA MARIE | CHIEF FINANCIAL OFFICER; VICE PRESIDENT | — |
| CAMPBELL JOHN C | PRESIDENT | — |
| ROWEY CHRISTOPHER SCOTT | VICE PRESIDENT | — |
| YAMSHON STEVEN LEE | CO-PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PHOENIX | AZ | 6 | 602-997-8882 |
| — | — | 1 | 949-955-2552 |
| — | — | 1 | 949-955-2552 |
| — | — | 1 | 949-955-2552 |
| — | — | 1 | 949-955-2552 |