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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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