BOON INVESTMENT GROUP, INC.

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
16

Firm details

Headquarters
AUSTIN, Texas
CRD number
150102
Registered since
March 27, 2024
Fee structure
Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Boon Investment Group, Inc. is a corporate advisory firm registered with the SEC in 2024 that positions itself as a pension consultant serving institutional clients. The firm is owned by a domestic entity/individual and is classified in FINTRX data as “unclassified.” It does not act as a capital allocator and does not report being an active ESG investor or a multi-state adviser. Its primary advisory activity is pension consulting, and it lists affiliations with insurance company and pension consultant networks. Fee arrangements are recorded as “other,” consistent with a consulting relationship rather than a standard AUM-based advisory model.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • STANLEY KINNETT

    Chief Legal OfficerCRD 4668411

  • Patrick Hagan

    Chief Strategy OfficerCRD 8049288

  • David Seres

    Chief Operating OfficerCRD 8049291

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Contacts

3 of 11
  • Patricsa Wong

    Senior ManagerCRD 7522488

  • Donna Jenner

    CRD 8253130

  • DOYLE BROWNING

    CRD 2886887

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6300 Bridge Point Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth