Beneficial Investment Services, Inc. is a large advisory firm based in Salt Lake City. It manages $41.29 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Beneficial Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beneficial Investment Services, Inc. is $41.29 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Beneficial Investment Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Frederick Ii Funke has been acting as President since 1 Aug 2006. Inc. Insphere Insurance Solutions joined the executive team most recently as the Shareholder.
The principal office where Beneficial Investment Services, Inc. performs its advisory services is located at 150 Social Hall Ave., Salt Lake City, UT 84111 The mailing address of the firm is Po Box 3510, Salt Lake City, UT 84110 3510. An additional office of the firm is in Midvale, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-278-1103 or by fax 800-615-2060. The normal business hours are 7:30 am to 5:00 pm on Monday - Friday.