BIGGIN, INC.

RIASEC Registered
Total AUM
$82.2M
Discretionary
$76.4M
93% of AUM
Avg account
$591K
Accounts
139
Employees
1
Advisory reps
1

Firm details

Headquarters
MELVILLE, New York
CRD number
165202
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI62.07%
  • Individuals37.93%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Biggin, Inc. is a small, equity-focused advisory shop that manages portfolios primarily for individual and family clients. The firm runs client accounts on a percentage-of-AUM fee model and concentrates its activity in discretionary portfolio management. Its stated preference is equities, and the manager places a heavy emphasis on exchange-traded instruments across client accounts rather than cash or fixed-income allocations. Biggin, Inc. is not positioned as an ESG-focused adviser and does not describe itself as a multi-state or pension consultant; its activities are centered on wealth management and portfolio oversight for individuals and small businesses.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%87%
  • Exchange Traded Equities87%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • PAUL BIGGIN

    Owner, PresidentCRD 2838366

Wealth teams

FINTRX

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

MELVILLE, NY

SUFFOLK

Location

MELVILLE, NY

Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
445 Broadhollow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth