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- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Responsive Financial Group, Inc.
Responsive Financial Group is a fee-only wealth and investment management firm in Illinois providing financial planning, portfolio construction, and performance reporting through a client portal with daily updated financial profiles and comprehensive portfolio reports. The practice supports individuals and business owners/entrepreneurs and builds diversified, asset-allocation portfolios using mutual funds and ETFs. Unique offering: SAGE Tuition Rewards® education-savings program for clients.
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Owner & Executives
BENJAMIN GEORGE BALDWIN III
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #2015673
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,896,639 | $123,854 |
| Non-Discretionary | $976,582 | -- |
| Total | $60,873,221 | $123,854 |
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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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