Overview
Assets Under Management: $283 million
Headquarters: DOVER, DE
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
BOOTHE 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 #291437), BOOTHE INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
BOOTHE INVESTMENT GROUP, INC. is headquartered in DOVER, DE.
BOOTHE INVESTMENT GROUP, INC. serves 68 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, BOOTHE INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BOOTHE INVESTMENT GROUP, INC. manages $283 million in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, BOOTHE INVESTMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,330
Discretionary Accounts: 1,307
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 291437
Filing ID: 2002419
Last Filing Date: 2025-08-26 12:04:00
Website: https://abigplan.com