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FINANCIAL PLANNING SERVICES
FORT WAYNE, IN
260-469-3218
SEC #801-123630Total AUM
$212.6M
Employees
7Clients
489Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6920 POINTE INVERNESS WAY
STE 170
FORT WAYNE
IN 46804
United States
STE 170
FORT WAYNE
IN 46804
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
260-469-3218
Financials
Total AUM
$212.6M
Accounts
1,067Discretionary
$212.1M
Accounts
1,058Non-Discretionary
$552.5K
Accounts
9
Clients
Individual Clients
425AUM
$98.5M
HNW Individual Clients
58AUM
$99M
Charitable Organization Clients
4AUM
$3.8M
Corporation or Business Clients
2AUM
$11.3M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLILINMIOHTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.