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Bsg Financial Services, Inc. (Fairfax)


Bsg Financial Services, Inc. is a large advisory firm based in Fairfax. It manages $101.43 million of regulatory assets for 356 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Maryland, Texas, and Virginia.




Bsg Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bsg Financial Services: assets under management

The assets under management (AUM) of Bsg Financial Services, Inc. is $101.43 million. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $98.19 million in discretionary accounts and $3.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $249.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bsg Financial Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Fairfax

The principal office where Bsg Financial Services, Inc. performs its advisory services is located at 4035 Ridge Top Rd, Fairfax, VA 22030 7403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-537-3649 or by fax 703-783-8733. The normal business hours are 9am-5pm on Monday - Friday.


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