CRD: 144080
Bespoke Investment Group, LLC
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- Custodian
- Barclays · Charles Schwab & Company
- Clients
- Retail
- Platforms
- ValueValue
- Established Date
- 02-11-2021
- Office Locations
- 1
Office Locations
About Bespoke Investment Group, LLC
Bespoke Investment Group is an RIA providing goal-based wealth management for individuals and families, building risk-profiled portfolios from income-focused to aggressive long-term growth, including thematic stock strategies. Client accounts are custodied at Charles Schwab with Bespoke as designated manager and full transparency into account activity. Minimum $200k; standard fee 0.80%. Regularly featured in WSJ, CNBC, Barron’s, and Bloomberg.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL TIMOTHY HICKEY
Co Founder, PRINCIPAL
- CRD
- #2891106
- Ownership
- 50% but less than 75%
JUSTIN TODD WALTERS
Chief Compliance Officer, PRINCIPAL
- CRD
- #5336645
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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FRANCIS JOSEPH CONWAY
--
- CRD
- #1970907
JAKE LOUIS GORDON
Research Analyst
- CRD
- #7338467
Quantum radial
Vertex zenith
- CRD
- #89715
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,322,521 | $851,450 |
| Non-Discretionary | $0 | -- |
| Total | $101,322,521 | $851,450 |
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Separately Managed Accounts
Total SMA Asset: $101,322,521
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,310,984,974 | 35.7% |
| Public Funds | $2,382,191,794 | 36.8% |
| Cash | $1,780,170,498 | 27.5% |
| Total | $6,473,347,266 | 100.0% |