Big Investment Services
Firm details
- Headquarters
- Dover, Delaware
- CRD number
- 291437
- Registered since
- February 16, 2018
- Website
- abigplan.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.83%
- Individuals36.86%
- Charitable Organizations2.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Big Investment Services is an independent registered investment adviser organized as a corporation and SEC-registered since 2018. The firm is individually owned and bills clients on a percentage-of-assets-under-management basis. Its client mix includes individuals and families as well as institutional relationships. The advisory scope listed in regulatory filings includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
Owners & executives
3 of 3
David Boothe
President, Chief Compliance OfficerCRD 4147880
Anna Hibbitt
Chief Operating OfficerCRD 6012813
Carol Dill
Chief Operating OfficerCRD 6060824
Contacts
2 of 2
Daniel Venable
Financial AdvisorCRD 7944296
Rachel Benton
Financial AdvisorCRD 6391364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$192M in ETFs
34%
$64.7M
58%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) | Active | Systematic Trend | $45.2M | 1,741,958 | 23.60% |
Location
Dover, DE
Kent
Location
Dover, DE
Headquartered in Dover, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- Kent
- Address
- 450 Kings Hwy
- Time zone
- ET (UTC-5)
- Office locations