BIG INVESTMENT SERVICES

450 Kings Hwy N.E.
Dover, Delaware 19901
Tel: 302-734-7526

About BIG INVESTMENT SERVICES

BIG INVESTMENT SERVICES, formally registered with the SEC as BIG INVESTMENT SERVICES. The firm was established in 02/16/2018. They have over 1 offices throughout the country.

BIG INVESTMENT SERVICES is a Dover, Delaware based Financial Planning firm with nearly $282,971,681 assets under management, offering retirement planning & investment advisory services to 1330 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291437
SEC#	801-112462
Assets Managed by Firm	$282,971,681
No. of Clients	1330
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1330	$282,971,681
Individuals (other than high net worth individuals)	485	$123,952,396
High net worth individuals	68	$141,488,298
Pension and profit sharing plans	118	$17,530,987

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