Bias Investors

RIASEC Registered

Total AUM

$271M

Discretionary

$154M

57% of AUM

Avg account

$1.3M

Accounts

212

Employees

Advisory reps

Firm details

Headquarters: Hamilton,
CRD number: 120715
Registered since: July 12, 2002
Website: biasinvestors.com
Custodians: COMERICA SECURITIES,INC., CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: HNWI56.78%
Pooled Investment Vehicles20.98%
Individuals12.56%
Pension & Profit Sharing Plans8.62%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bias Investors is an independent RIA organized as a corporation and owned by an individual. The firm is registered with the SEC (registration year 2002) and operates both as an advisor and a broker-dealer. Its client mix includes individuals and families as well as institutional relationships. Core services are delivered on a fee‑based model (percentage of AUM) and include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for institutional clients and businesses, and pension consulting. The firm is not identified as an active ESG investor.