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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
About Narrow Road Asset Management
Narrow Road Financial Planning helps retirees and pre-retirees build retirement-income strategies that integrate investments, Social Security claiming decisions, and tax considerations. Offerings include one-page Social Security and IRA/401(k) reviews, a foundational retirement roadmap, and ongoing active wealth management focused on drawdown defense and smoother income. Led by Tj Binkowski (Army veteran, West Point grad) and supports clients on Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $107.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Tj Binkowski
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7541916
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,907,841 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,907,841 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Narrow Road Asset Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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