BIG "I" ADVISORY RESOURCES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
168898
Fee structure
Other
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Big "I" Advisory Resources, LLC is a small, institution-focused advisory and consulting firm that positions itself as a capital allocator and third‑party manager selector. Its stated activities emphasize pension consulting services, the selection of other advisers and delivery of educational seminars and workshops to institutional clients. The firm has an insurance company affiliation and appears to work more as a consultant and allocator than as a traditional discretionary asset manager. The firm is not an active ESG investor and does not present itself as a multi‑state adviser. Its fee approach is listed as “Other,” which typically reflects custom or non‑standard fee arrangements tied to consulting or advisory engagements rather than a single, standardized percentage based on assets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Bryan Gort

    Chief Compliance OfficerCRD 7977300

Contacts

2 of 2
  • CHRISTINE MUNOZ

    AVP Retirement Services ComplianceCRD 4454259

  • Mark Wolf

    Vice PresidentCRD 7475038

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
127 S Peyton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth