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 registered investment adviser organized as a corporation and SEC-registered since 2018. Owned by an individual, the firm serves both individual and family clients as well as institutional relationships, charging fees as a percentage of assets under management. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not describe itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Lisa Boothe
Chief Financial OfficerCRD 5142874
Anna Hibbitt
Chief Operating OfficerCRD 6012813
David Boothe
President, Chief Compliance OfficerCRD 4147880
Contacts
2 of 2
Rachel 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 17Active vs passive
$192M in ETFs
34%
$64.7M
58%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) | Active | Systematic Trend | $45.2M | 1,741,958 | 23.60% |
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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