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Building 2PRIVATE COUNSEL GROUP, LTD.

Map pinINDIANAPOLIS, IN
Phone317-627-8957
NotebookSEC #801-114576
Total AUM
$40.6M
Employees
1
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
133 WEST MARKET STREET
UNIT 153
INDIANAPOLIS
IN 46204
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
317-627-8957

ReceiptFinancials

Total AUM
$40.6M
Accounts
99
Discretionary
$0
Accounts
0
Non-Discretionary
$40.6M
Accounts
99

ContactClients

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Individual Clients
24
AUM
$7.1M
HNW Individual Clients
13
AUM
$33.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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