BIG "I" ADVISORY RESOURCES, LLC
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 168898
- Website
- www.independentagent.com
- Fee structure
- Other
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Big "I" Advisory Resources, LLC is a small, institution-focused advisory and consulting firm that positions itself as a capital allocator and third‑party manager selector. Its stated activities emphasize pension consulting services, the selection of other advisers and delivery of educational seminars and workshops to institutional clients. The firm has an insurance company affiliation and appears to work more as a consultant and allocator than as a traditional discretionary asset manager. The firm is not an active ESG investor and does not present itself as a multi‑state adviser. Its fee approach is listed as “Other,” which typically reflects custom or non‑standard fee arrangements tied to consulting or advisory engagements rather than a single, standardized percentage based on assets.
Assets & Accounts
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
Owners & executives
1 of 1Bryan Gort
Chief Compliance OfficerCRD 7977300
Contacts
2 of 2CHRISTINE MUNOZ
AVP Retirement Services ComplianceCRD 4454259
Mark Wolf
Vice PresidentCRD 7475038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 127 S Peyton St
- Time zone
- ET (UTC-5)
- Office locations
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