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Building 2BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Map pinGREENWOOD, IN
Phone(317) 851-9718
NotebookSEC #801-106594
Total AUM
$222M
Employees
5
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
107 NORTH STATE ROAD 135
SUITE 207
GREENWOOD
IN 46142
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(317) 851-9718

ReceiptFinancials

Total AUM
$222M
Accounts
713
Discretionary
$222M
Accounts
713
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$57.1M
HNW Individual Clients
114
AUM
$158.8M
Charitable Organization Clients
1
AUM
$402.9K
Corporation or Business Clients
21
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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