B
$82.2M Total AUM
$76.4M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2012
- Office Locations
- 1
Office Locations
445 Broadhollow Road Suite 25 Melville NY
About Biggin, Inc.
Biggin, Inc. is a Melville-based RIA. The firm has been operating for 13 years. Managing $82.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
-- AVG AGE
$82.2M AVG AUM / ADVISOR
$913.3K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL MICHAEL BIGGIN
Chief Compliance Officer, Owner, President, Registered Investment Advisor
- CRD
- #2838366
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,431,732 | -- |
| Non-Discretionary | $5,763,182 | -- |
| Total | $82,194,914 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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