Basile Financial Group, Inc.

Basile Financial Group, Inc. (CRD# 289419) is a financial advisory firm headquartered in Palm Harbor, FL. They manage $3,568,565 in 39 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
36410 Us Highway 19 N, Palm Harbor, FL 34684
https://www.linkedin.com/company/basile-financial/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $91,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NY

Financial Advisors at Basile Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert Basile, financial advisor Palm Harbor FL
Robert J. Basile
CRD#: 1715503
Palm Harbor, FL

Robert Basile (CRD# 1715503) is an Investment Advisor Representative working at Basile Financial Group, Inc. in Palm Harbor, FL and has over 36 years of experience in the finance industry.

2
Robert Basile, financial advisor Palm Harbor FL
Robert D. Basile
CRD#: 4061437
Palm Harbor, FL

Robert Basile (CRD# 4061437) is an Investment Advisor Representative working at Basile Financial Group, Inc. in Palm Harbor, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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