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BASILE FINANCIAL GROUP, INC.
CRD 289419
36410 US HIGHWAY 19 N, PALM HARBOR, FL, 34684, United States
Phone
727-900-7068
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$5.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $2.3M |
| High net worth individuals | 2 | $2.2M |
| Pension/profit sharing plans | 2 | $722K |
All web addresses on file
Official SEC filing: View on IAPD