BOON INVESTMENT GROUP, INC.
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 150102
- Registered since
- March 27, 2024
- Website
- www.boongroup.com
- Fee structure
- Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Boon Investment Group, Inc. is a corporate advisory firm registered with the SEC in 2024 that positions itself as a pension consultant serving institutional clients. The firm is owned by a domestic entity/individual and is classified in FINTRX data as “unclassified.” It does not act as a capital allocator and does not report being an active ESG investor or a multi-state adviser. Its primary advisory activity is pension consulting, and it lists affiliations with insurance company and pension consultant networks. Fee arrangements are recorded as “other,” consistent with a consulting relationship rather than a standard AUM-based advisory model.
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
Owners & executives
3 of 5STANLEY KINNETT
Chief Legal OfficerCRD 4668411
Patrick Hagan
Chief Strategy OfficerCRD 8049288
David Seres
Chief Operating OfficerCRD 8049291
Contacts
3 of 11Patricsa Wong
Senior ManagerCRD 7522488
Donna Jenner
CRD 8253130
DOYLE BROWNING
CRD 2886887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 6300 Bridge Point Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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