Overview
Assets Under Management: $258 million
Headquarters: WEST LAFAYETTE, IN
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Frequently Asked Questions
BANKER INVESTMENT GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109650), BANKER INVESTMENT GROUP INC is subject to fiduciary duty under federal law.
BANKER INVESTMENT GROUP INC is headquartered in WEST LAFAYETTE, IN.
BANKER INVESTMENT GROUP INC serves 99 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BANKER INVESTMENT GROUP INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BANKER INVESTMENT GROUP INC manages $258 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BANKER INVESTMENT GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 945
Discretionary Accounts: 945
Regulatory Filings
CRD Number: 109650
Last Filing Date: 2024-03-27 00:00:00
Website: https://bankergrp.com