BANKER INVESTMENT GROUP

1241 Cumberland Avenue
Suite B
West Lafayette, Indiana 47906
Tel: 765-490-0464

About BANKER INVESTMENT GROUP

BANKER INVESTMENT GROUP, formally registered with the SEC as BANKER INVESTMENT GROUP. The firm was established in 03/24/2014. They have over 1 offices throughout the country.

BANKER INVESTMENT GROUP is a West Lafayette, Indiana based Financial Planning firm with nearly $257,619,503 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109650
SEC#	801-79396
Assets Managed by Firm	$257,619,503
No. of Clients	945
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	945	$257,619,503
Individuals (other than high net worth individuals)	320	$81,657,460
High net worth individuals	102	$174,846,820
Pension and profit sharing plans	1	$1,115,223

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SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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