CRD: 109650
Banker Investment Group
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborMeridian
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About Banker Investment Group
Banker Investment Group is an independent advisory firm providing investment management, financial analysis, and retirement planning for individuals and corporate plans, with broader financial planning support (including estate and business-succession needs and insurance). The team emphasizes transparent, long-term, client-tailored portfolios, commonly implemented with mutual funds and ETFs, and primarily custodies with Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM GILBERT BANKER
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1447515
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSHUA MICHAEL LOGGINS
Independent Financial Advisor
- CRD
- #5274836
SETH ALAN PARKER
Financial Advisor
- CRD
- #6198929
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,212,387 | $273,332 |
| Non-Discretionary | $0 | -- |
| Total | $260,212,387 | $273,332 |
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Separately Managed Accounts
Total SMA Asset: $260,212,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $272,818,701 | 9.8% |
| Equity - Exchange | $453,769,881 | 16.3% |
| Cash | $793,401,325 | 28.5% |
| Municipal Bonds | $370,253,952 | 13.3% |
| U.S. Government/Agency | $893,620,440 | 32.1% |
| Total | $2,783,864,299 | 100.0% |