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Building 2KOTYS WEALTH PROFESSIONALS

Map pinVALPARAISO, IN
Phone219-465-6924
NotebookSEC #801-118738
Total AUM
$308M
Employees
8
Clients
323

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 GLENDALE BLVD
SUITE 105
VALPARAISO
IN 46383
United States
Operating Hours
8:30 - 4:00 M-TH, 8:30-12 ON FRIDAY
Monday - Friday
Phone
219-465-6924
Other Offices
1

ReceiptFinancials

Total AUM
$308M
Accounts
885
Discretionary
$308M
Accounts
885
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
205
AUM
$74.5M
HNW Individual Clients
116
AUM
$204.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
1
AUM
$26.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAILINMI

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

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