1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PILE WEALTH MANAGEMENT

Map pinINDIANAPOLIS, IN
Phone(317) 269-3454
NotebookSEC #801-123261
Total AUM
$188.7M
Employees
5
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INDIANA SQUARE
SUITE 1200
INDIANAPOLIS
IN 46204
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
(317) 269-3454

ReceiptFinancials

Total AUM
$188.7M
Accounts
205
Discretionary
$188.7M
Accounts
205
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
67
AUM
$43.1M
HNW Individual Clients
19
AUM
$123.3M
Charitable Organization Clients
1
AUM
$18M
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
INTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account