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Building 2HOOSIER FINANCIAL PLANNING, LLC

Map pinINDIANAPOLIS, IN
Phone504-289-7507
NotebookSEC #801-117310
Total AUM
$12.5M
Employees
1
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1840 E. 91ST ST.
INDIANAPOLIS
IN 46240
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
504-289-7507

ReceiptFinancials

Total AUM
$12.5M
Accounts
91
Discretionary
$9.2M
Accounts
67
Non-Discretionary
$3.3M
Accounts
24

ContactClients

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Individual Clients
41
AUM
$12.5M

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
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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