BIGGIN, INC.
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
FINTRXOverview
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
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 Equities87%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1PAUL BIGGIN
Owner, PresidentCRD 2838366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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