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BANKER INVESTMENT GROUP
BANKER INVESTMENT GROUP INC
CRD 109650 · SEC 801-79396
1241 CUMBERLAND AVENUE, SUITE B, WEST LAFAYETTE, IN, 47906, United States
Phone
765-497-0197
Fax
765-464-0308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.2M
Discretionary AUM
$260.2M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 370 | $85.8M |
| High net worth individuals | 97 | $172.8M |
| Pension/profit sharing plans | 1 | $1.6M |
States served
CA, IN, FL
All web addresses on file
Official SEC filing: View on IAPD