Banker Investment Group
Banker Investment Group is an SEC-registered mass-market adviser in West Lafayette, IN with $260.2M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Banker Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109650, SEC 801-79396, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $260.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- West Lafayette, IN
- Employees
- 4
- Clients
- 468
- CRD
- 109650
- Ownership
- BANKER, WILLIAM, GILBERT
How much AUM does Banker Investment Group have?
Banker Investment Group reported $260.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Banker Investment Group?
Disclosed owners and executives of Banker Investment Group include BANKER, WILLIAM, GILBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.