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, corporation-structured registered investment adviser that began SEC registration in 2018. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory model is fee-based on a percentage of assets under management and centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Public-facing disclosures indicate the firm does not position itself as an ESG-focused 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$211M in ETFs
33%
$69.8M
59%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) | Active | Systematic Trend | $54.1M | 1,876,612 | 25.67% |
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