Boothe Investment Group, Inc. is a large advisory firm based in Dover. It manages $124.44 million of regulatory assets for 1,013 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Delaware, Florida, Maryland, and 4 other states.
Boothe Investment Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boothe Investment Group, Inc. is $124.44 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Boothe Investment Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Boothe Investment Group is individuals with 276 clients and $89.09 million of assets under management. Among the 8 most similar advisory firms, Boothe Investment Group has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $124.44 million for 377 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Boothe Investment Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Boothe Investment Group, Inc. performs its advisory services is located at 450 Kings Hwy N.E., Dover, DE 19901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-734-7752. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at abigplan.com/.