Banker Investment Group Inc
● SEC registered since 2014CRD 109650SEC# 801-79396West Lafayette, IN
Reg. AUM
$260.2M
Employees
4
Accounts
952
Location
West Lafayette, IN
Banker Investment Group Inc assets under management
Banker Investment Group Inc operates as an SEC-registered investment adviser based in West Lafayette, IN. The firm has been registered since 2014. It reports $260.2 million in regulatory assets under management and employs 4 people.
Banker Investment Group Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Gilbert Banker Control | President, Director & Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Banker Investment Group Inc manage?
Banker Investment Group Inc reports $260.2 million in regulatory assets under management on its Form ADV.
How many employees does Banker Investment Group Inc have?
Banker Investment Group Inc reports 4 employees.
Where is Banker Investment Group Inc located?
Banker Investment Group Inc is based in West Lafayette, IN and has been SEC-registered since 2014.
Does Banker Investment Group Inc disclose fund performance?
Banker Investment Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1241 Cumberland Avenue, Suite B, West Lafayette, IN 47906 |
| Phone | 765-497-0197 |
| Fax | 765-464-0308 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$260.2Mregulatory AUM
Discretionary $260.2M