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Binkley Wealth Management Group LLC

Binkley Wealth Management Group LLC. CRD 159182

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CRD: 159182

Binkley Wealth Management Group LLC

Avon, IN, 46123
3176971618
thebinkleygroup.com
$7.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
115 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
09-27-2011
Office Locations
1

Office Locations

6319 E US Highway 36 #208 Avon IN

About Binkley Wealth Management Group LLC

Binkley Wealth Management Group is a fee-only RIA led by Jeff Binkley (advisor since 1993) providing unbiased asset management, financial planning, and investment counseling/coaching. Portfolios use a Core & Satellite approach: a passive, ultra-low-cost ETF index core complemented by tactically selected satellites to help manage costs, taxes, and volatility. Custodied with Charles Schwab; focused on individual investors.

Team overview

56 AVG AGE
$7.2M AVG AUM / ADVISOR
$62.8K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Summit

Investment Themes

North Optima frontier

Investment Vehicles

Horizon

Services

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Owner & Executives

JEFFREY CARL BINKLEY

JEFFREY CARL BINKLEY

Chief Compliance Officer, Managing Member, President

CRD
#2356838
Ownership
75% or more
(365) 636-5434
eagle.element@insightcapital.com
in linkedin.com/in/element-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $7,224,855 --
Total $7,224,855 --

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Separately Managed Accounts

Total SMA Asset: $7,224,855

$7.2M Total SMA
Equity - Exchange:
11.5%
Cash:
28.4%
Corporate - Investment Grade:
15.6%
U.S. Government/Agency:
44.5%
Asset class Assets Assets %
Equity - Exchange $194,988,806 11.5%
Cash $481,537,573 28.4%
Corporate - Investment Grade $264,506,554 15.6%
U.S. Government/Agency $754,521,901 44.5%
Total $1,695,554,834 100.0%

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