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Lisa Ann Boothe

BOOTHE INVESTMENT GROUP, INC.·DOVER, Delaware
Unclaimed Profile
450 KINGS HWY N.E., DOVER, DE 19901CRD# 5142874Firm CRD# 291437
01

About

Lisa Ann Boothe is a registered financial advisor based in DOVER, Delaware, affiliated with BOOTHE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOOTHE INVESTMENT GROUP, INC.
BIG INVESTMENT SERVICES
AUM
$239M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOOTHE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5142874
Firm CRD# 291437
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Ann Boothe offer?
Lisa Ann Boothe specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DOVER, Delaware for a consultation.
What are Lisa Ann Boothe's credentials?
Lisa Ann Boothe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Boothe located?
Lisa Ann Boothe is based in DOVER, Delaware, working with BOOTHE INVESTMENT GROUP, INC.. Their office serves clients in the DOVER metropolitan area and surrounding communities.
How does Lisa Ann Boothe charge for services?
Lisa Ann Boothe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOOTHE INVESTMENT GROUP, INC.?
BOOTHE INVESTMENT GROUP, INC. has approximately 5 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
WILMINGTON GuideGREENVILLE GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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