Bi Investments, LLC is a large advisory firm based in Glen Allen. It manages $30.49 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Maryland, North Carolina, Tennessee, and Virginia.
Bi Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bi Investments, LLC is $30.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bi Investments, LLC for their services and products based on a percentage of assets under management and fixed fees. 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 principal office where Bi Investments, LLC performs its advisory services is located at 4490 Cox Road, Glen Allen, VA 23060 The mailing address of the firm is Po Box 5243, Glen Allen, VA 23058. An additional office of the firm is in Warrenton, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (804) 819-4733 or by fax (888) 290-1523. The normal business hours are 8:30am to 5:00pm on Monday - Friday.