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Building 2TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

Map pinBROWNSBURG, IN
Phone317-350-4255
NotebookSEC #801-124740
Total AUM
$287M
Employees
17
Clients
606

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST MAIN STREET
BROWNSBURG
IN 46112
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
317-350-4255
Other Offices
6

ReceiptFinancials

Total AUM
$287M
Accounts
2,118
Discretionary
$4.7M
Accounts
234
Non-Discretionary
$282.3M
Accounts
1,884

ContactClients

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Individual Clients
481
AUM
$140.9M
HNW Individual Clients
120
AUM
$145.7M
Pension/Profit Sharing Plan Clients
2
AUM
$0
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$120.1K
Other Clients
1
AUM
$296.7K
Description of Other Clients
IRREVOCABLE TRUSTS

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

Shield checkCompliance

Disclosures

None reported

State Registrations
INKYNHOHTNTX

HandshakeAffiliates

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

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