B
BIGGIN, INC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$72,707,957
Total clients
91
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
91
Average account size
$798,989
About
The firm provides personalized investment management primarily to individual clients, including high‑net‑worth individuals, through both discretionary and non‑discretionary portfolio management. It documents client goals and risk tolerances (for example, via net worth statements and written investment policy or risk tolerance documents) and coordinates with outside professionals at the client’s direction.
Investment decisions draw on fundamental, technical, and cyclical analysis and may include long‑ and short‑term positions, trading, and option strategies — including covered and uncovered option writing. Trades are executed through a required custodial relationship with Charles Schwab, and the firm may aggregate client orders when implementing transactions.
Distinctive operational features disclosed in the brochure include managing roughly $72.7 million across about 91 client relationships, a mix implying larger average account sizes than many peers, and an arrangement under which the firm receives research and other soft‑dollar benefits from its broker. The firm does not vote client proxies (clients receive proxies directly) and the firm’s investment representative also serves as the chief compliance reviewer of personal trading to mitigate conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $200,000: 1.75% annually $200,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
Account minimum: $100,000 (with discretion to accept smaller accounts)
Main office location
BIGGIN, INC.
445 Broadhollow Road, Suite 25
Melville NY 11747, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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