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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 03-23-2009
- Office Locations
- 1
Office Locations
About Bigby Financial Planning, LLC
Bigby Financial Planning is an owner-led Ohio advisory firm providing comprehensive planning and investment management, with strengths in retirement income planning, insurance-based risk management, tax and cash-flow planning, estate/transfer planning, and charitable strategies. Serves individuals including business owners and entrepreneurs, typically implementing portfolios with public funds and ETFs, and maintains custody relationships including Charles Schwab.
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Owner & Executives
PIERRE BIGBY
Owner, President, Senior Advisor
- CRD
- #3063628
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,933,231 | -- |
| Total | $22,933,231 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,933,231
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $835,124,862 | 24.1% |
| Equity - Exchange | $800,472,378 | 23.1% |
| Cash | $1,829,651,151 | 52.8% |
| Total | $3,465,248,391 | 100.0% |