BIY Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338871
- Custodians
- AMERICAN FUNDS & TRUSTS INCORPORATED, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
BIY Financial, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Its billing mixes asset-based fees with hourly and fixed-fee arrangements, suggesting flexibility for both ongoing wealth management relationships and one-off advisory engagements. BIY reports it does not pursue ESG investing and operates as a single-state adviser under individual ownership.
Assets & Accounts
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 Funds96%
- Exchange Traded Equities4%
Owners & executives
1 of 1
Bradley Binkley
Managing Member And Chief Compliance OfficerCRD 3013247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations