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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Radial eagle
- Established Date
- 03-05-2018
- Office Locations
- 1
Office Locations
About Basile Financial Group, Inc.
Basile Financial Group, Inc. is a family-owned RIA providing full-service financial planning, investment management, and ongoing portfolio monitoring, with tax preparation and planning through an affiliated tax firm. The team works with families and businesses, building custom strategies aligned to risk tolerance and time horizon. Led by CPA/CFP Robert J. Basile with 50+ years in financial services; serves clients in FL, NY, and CO.
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Owner & Executives
ROBERT JOHN BASILE
CPA, President
- CRD
- #1715503
- Ownership
- 75% or more
ROBERT DAVID BASILE
Chief Compliance Officer, CPA, President
- CRD
- #4061437
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,390,938 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,390,938 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,390,938
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $318,902,716 | 8.5% |
| Public Funds | $1,215,582,117 | 32.4% |
| Corporate - Investment Grade | $675,323,398 | 18.0% |
| Equity - Exchange | $1,541,988,426 | 41.1% |
| Total | $3,751,796,657 | 100.0% |