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Building 2LAUER WEALTH MANAGEMENT

Map pinCHESTERTON, IN
Phone219-243-8129
NotebookSEC #801-111729
Total AUM
$26.8M
Employees
3
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
890 SIDEWALK ROAD
SUITE 102
CHESTERTON
IN 46304
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
219-243-8129
Other Offices
1

ReceiptFinancials

Total AUM
$26.8M
Accounts
44
Discretionary
$26.8M
Accounts
44
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$5.4M
HNW Individual Clients
9
AUM
$7M
Charitable Organization Clients
1
AUM
$14.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INSD

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

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