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Building 2GETTINGS BUSCH WEALTH MANAGEMENT

Map pinLAFAYETTE, IN
Phone765-742-7366
NotebookSEC #801-117868
Total AUM
$541.5M
Employees
10
Clients
884

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
672 MAIN STREET
SUITE 300
LAFAYETTE
IN 47901
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
765-742-7366
Other Offices
1

ReceiptFinancials

Total AUM
$541.5M
Accounts
1,981
Discretionary
$516.2M
Accounts
1,946
Non-Discretionary
$25.3M
Accounts
35

ContactClients

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Individual Clients
675
AUM
$143.3M
HNW Individual Clients
202
AUM
$392M
Charitable Organization Clients
4
AUM
$5.2M
Corporation or Business Clients
3
AUM
$937.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMIMONCNENHOHSCTNTX

HandshakeAffiliates

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

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