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Building 2ASSET MANAGEMENT STRATEGIES, INC.

Map pinINDIANAPOLIS, IN
Phone3175776912
NotebookSEC #801-108628
Total AUM
$220.2M
Employees
8
Clients
2,120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 E. 96TH STREET
SUITE 500
INDIANAPOLIS
IN 46240
United States
Operating Hours
9:00 AM TO 5:00 PM
BY APPOINTMENT
Phone
3175776912
Other Offices
2

ReceiptFinancials

Total AUM
$220.2M
Accounts
2,110
Discretionary
$220.2M
Accounts
2,110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,110
AUM
$220.2M
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINMDOH

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

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