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Building 2BOOKENDS FINANCIAL PLANNING

Map pinINDIANAPOLIS, IN
Phone317-859-2502
NotebookSEC #801-117718
Total AUM
$338.3M
Employees
10
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7320 US 31 S
INDIANAPOLIS
IN 46227
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
317-859-2502
Other Offices
4

ReceiptFinancials

Total AUM
$338.3M
Accounts
1,336
Discretionary
$338.3M
Accounts
1,336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
431
AUM
$129.7M
HNW Individual Clients
89
AUM
$208.4M
Corporation or Business Clients
1
AUM
$221K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMBINATION FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHTNTXVAWV

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

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