Antonia
Lipovac
Benefit Financial Services Group
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About this Advisor
Antonia Lipovac is a financial advisor who works in Irvine, California who has 3 years of industry experience. Lipovac currently works for Benefit Financial Services Group. Lipovac has gained experience at Anaheim Family Ymca, Us Small Business Administration, Stratos Wealth Partners (Indp Cont Adv W/Lpl Financial Services), Frank Deptola & Associates, LLC, Commonwealth Financial Network, Fullerton Union High School and Benefit Financial Services Group. Lipovac maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Benefit Financial Services Group is a business that has its headquarters in Irvine, CA. It has a total of 32 people on staff. It has $977 million in assets under management between its 1,978 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 1,978 client accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets. Benefit Financial Services Group offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically are based on which service is offered. Fee types charged by Benefit Financial Services Group likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$976,966,481
32
1,978
$493,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Antonia Lipovac Work History
Antonia has been registered as a financial advisor for 3 years.*
Benefit Financial Services Group
Frank Deptola & Associates, LLC
Commonwealth Financial Network
Us Small Business Administration
Stratos Wealth Partners (Indp Cont Adv W/Lpl Financial Services)
Anaheim Family Ymca
Fullerton Union High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Antonia Lipovac to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benefit Financial Services Group
Irvine, CA
Irvine, CA
Phoenix, AZ
Irvine, CA
Phoenix, AZ
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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