BASILE FINANCIAL GROUP, INC.

BASILE FINANCIAL GROUP, INC. of PALM HARBOR, FL is an SEC-registered investment adviser (CRD 289419). Regulatory assets under management: $5.4M.

Registration

• CRD: 289419
• Type: Registered investment adviser
• Location: 36410 US HIGHWAY 19 N, PALM HARBOR, FL, 34684
• Phone: 727-900-7068
• Latest filing: 2026-03-30
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 2
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search