BIG INVESTMENT SERVICES
Firm details
- Headquarters
- DOVER, Delaware
- CRD number
- 291437
- Registered since
- February 16, 2018
- Website
- abigplan.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.28%
- Individuals40.31%
- Pension & Profit Sharing Plans3.31%
- Charitable Organizations1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Big Investment Services is an independent, SEC‑registered registered investment adviser (since 2018) owned by an individual. The firm serves a mix of high‑net‑worth individuals and families as well as institutional clients, charging advisory fees as a percentage of assets under management. Core service lines listed on its ADV are financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not classified as a multi‑state adviser or a capital allocator.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities40%
- Cash & Cash Equivalents9%
Owners & executives
3 of 4LISA BOOTHE
Chief Financial OfficerCRD 5142874
ANNA HIBBITT
Chief Operating OfficerCRD 6012813
DAVID BOOTHE
President, Chief Compliance OfficerCRD 4147880
Contacts
2 of 2RACHEL BENTON
Financial AdvisorCRD 6391364
Daniel Venable
Financial AdvisorCRD 7944296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$184M in ETFs
33%
$60.1M
59%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) | Active | Systematic Trend | $52.6M | 1,738,929 | 28.59% |
Location
DOVER, DE
KENT
Location
DOVER, DE
Headquartered in DOVER, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- KENT
- Address
- 450 Kings Hwy
- Time zone
- ET (UTC-5)
- Office locations
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