Binnerinvestments

RIASEC Registered
Total AUM
$640K
Discretionary
$640K
100% of AUM
Avg account
$320K
Accounts
2
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jacob Binner

    Jacob Binner

    CEO and CCOCRD 6956036

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth