BIGELOW INVESTMENT ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$467.4M
Peer Group AUM Range
$444.1M - $490.5M
Sample Size
375
Firm Age (Years)
PEER GROUP AVERAGE
12
Structure
PEER GROUP AVERAGE
Limited Liability Company (255 firms)
Discretionary Accounts
PEER GROUP AVERAGE
625
Discretionary AUM
PEER GROUP AVERAGE
$411.7M
Non-Discretionary Accounts
PEER GROUP AVERAGE
83
Non-Discretionary AUM
PEER GROUP AVERAGE
$55.1M
Total Clients
PEER GROUP AVERAGE
347
Total AUM
PEER GROUP AVERAGE
$466.8M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
12
Investment Advisors
PEER GROUP AVERAGE
7
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
9.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
16
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 368 Firms Yes
Hourly Charges No 264 Firms No
Subscription Fees No 373 Firms No
Fixed Fees No 199 Firms Yes
Commissions No 368 Firms No
Performance Based Fees No 244 Firms No
Other No 345 Firms No

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