Binnerinvestments
Firm details
- Headquarters
- Forsyth, Georgia
- CRD number
- 338528
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Binnerinvestments is a single-owner independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s stated advisory activities focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM component and fixed fees. According to filings, Binnerinvestments does not market itself as a multi-state adviser, is not designated an active ESG investor, and does not act as 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
- Exchange Traded Equities100%
Owners & executives
1 of 1
Jacob Binner
CEO and CCOCRD 6956036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Forsyth, GA
Monroe
Location
Forsyth, GA
Headquartered in Forsyth, GA, anchoring the Macon-Bibb County--Warner Robins, GA metro in the South.
- Metro area
- Macon-Bibb County--Warner Robins, GA
- Region
- South
- County
- Monroe
- Address
- 45 N Kimbell St
- Time zone
- ET (UTC-5)
- Office locations
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