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BIG INVESTMENT SERVICES
BOOTHE INVESTMENT GROUP, INC.
CRD 291437 · SEC 801-112462
450 KINGS HWY N.E., DOVER, DE, 19901, United States
Phone
302-734-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.3M
Discretionary AUM
$366.2M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 483 | $148.9M |
| High net worth individuals | 86 | $204.1M |
| Pension/profit sharing plans | 16 | $12.2M |
| Charitable organizations | 4 | $4.1M |
States served
DE, MD, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD