Bias Investors

RIASEC RegisteredEst. 2002

Total AUM

$257M

Discretionary

$152M

59% of AUM

Avg account

$1.3M

Accounts

202

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: HNWI58.93%
Pooled Investment Vehicles16.96%
Individuals15.38%
Pension & Profit Sharing Plans7.69%
Charitable Organizations1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bias Investors is a corporation that has been SEC-registered since 2002 and is individually owned. The firm operates as a broker-dealer and provides a range of advisory services, including financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, as well as pension consulting. Its client base spans individual and family investors as well as institutional clients. Compensation is primarily a percentage-of-AUM fee model. The firm is not identified as an active ESG investor.