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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Tj Binkowski
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7541916
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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