Boon Investment Group, Inc.

Overview

Boon Investment Group, Inc. is organized as a corporation and registered with the SEC in 2024. The firm is classified as an institutional RIA serving an institutional client base and identifies pension consulting as a core advisory activity. Filings indicate the firm is neither a capital allocator nor part of a related-adviser structure, and it does not self-identify as an active ESG investor. Ownership is listed as a domestic entity and an individual, and the firm's fee arrangements are recorded as "other" rather than a standard retainer or AUM fee schedule. The firm's regulatory and activity profile points to a consulting-first model focused on pension clients and insurance company relationships. It is registered to provide pension consulting services rather than operating primarily as a discretionary asset manager.

Assets & Accounts

Investments & Alternatives