BESPOKE INVESTMENT GROUP, LLC

105 Calvert St., Suite 100
Harrison, New York 10528
Tel: 914-315-1248

About BESPOKE INVESTMENT GROUP, LLC

BESPOKE INVESTMENT GROUP, LLC, formally registered with the SEC as BESPOKE INVESTMENT GROUP, LLC. The firm was established in 02/11/2021. They have over 1 offices throughout the country.

BESPOKE INVESTMENT GROUP, LLC is a Harrison, New York based Financial Planning firm with nearly $51,215,128 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144080
SEC#	801-120306
Assets Managed by Firm	$51,215,128
No. of Clients	81
No. of Advisors	6

Fee Structure

A percentage of AUM
Subscription fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	81	$51,215,128
Individuals (other than high net worth individuals)	13	$3,803,954
High net worth individuals	35	$47,411,174

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