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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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|---|---|---|---|
| $110,923,554,810 | 39 | 208 | |
| $50,708,850,726 | 129 | 26 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,496,928,966 | 3487 | 137 |
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| $12,393,033,000 | 6 | 36 |
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