Binnacle Financial Group LLC
RIAState Registered
Total AUM
$22.1M
Discretionary
$22.1M
100% of AUM
Avg account
$1.8M
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 322486
- Website
- thebinnaclegroup.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.17%
- Other26.56%
- Individuals3.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Binnacle Financial Group LLC is an independent, individually owned Registered Investment Adviser organized as an LLC. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its client billing is a mix of asset-based fees and hourly charges. The adviser does not identify as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
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
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities36%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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