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Binnacle Investments, Inc.

● SEC registered since 2021CRD 313185SEC# 801-120747Urbandale, IA
Export (members)
Reg. AUM
$217.4M
Employees
8
Accounts
866
Location
Urbandale, IA

Binnacle Investments, Inc. assets under management

Binnacle Investments, Inc. is an investment advisory firm registered with the SEC based in Urbandale, IA. The firm has been registered since 2021. It reports $217.4 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/1373095View on SEC.gov ↗

Binnacle Investments, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason Paul Wiltse ControlDirector50-75%2021
Matthew Scott Onstot ControlDirector And Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Binnacle Investments, Inc. manage?

Binnacle Investments, Inc. reports $217.4 million in regulatory assets under management on its Form ADV.

How many employees does Binnacle Investments, Inc. have?

Binnacle Investments, Inc. reports 8 employees.

Where is Binnacle Investments, Inc. located?

Binnacle Investments, Inc. is based in Urbandale, IA and has been SEC-registered since 2021.

Does Binnacle Investments, Inc. disclose fund performance?

Binnacle Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2400 86th Street, Suite 32, Urbandale, IA 50322
Phone515-225-9500
Fax515-225-9501
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$217.4M
Non-discretionary$0
Total (RAUM)$217.4M