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Building 2THE FINANCIAL RESOURCE CENTER

Map pinCARMEL, IN
Phone317-871-8571
NotebookSEC #801-122673
Total AUM
$642.5M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9640 COMMERCE DRIVE
SUITE 414
CARMEL
IN 46032
United States
Operating Hours
9:00 - 4:30
Monday - Friday
Phone
317-871-8571
Other Offices
1

ReceiptFinancials

Total AUM
$642.5M
Accounts
389
Discretionary
$0
Accounts
0
Non-Discretionary
$642.5M
Accounts
389

ContactClients

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Individual Clients
237
AUM
$103.9M
Pension/Profit Sharing Plan Clients
5
AUM
$13.5M
Government Entity Clients
3
AUM
$521.7M
Corporation or Business Clients
2
AUM
$3.4M

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
FLILINLAOHVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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