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Building 2COREVISION FINANCIAL GROUP

Map pinSHELBYVILLE, IN
Phone317-398-8200
NotebookSEC #801-127739
Total AUM
$1.2B
Employees
11
Clients
1,311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2177 INTELLIPLEX DR. STE 201
SHELBYVILLE
IN 46176
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
317-398-8200
Other Offices
3

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,851
Discretionary
$1.2B
Accounts
2,851
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,128
AUM
$644.3M
HNW Individual Clients
162
AUM
$370.4M
Pension/Profit Sharing Plan Clients
14
AUM
$11.2M
Charitable Organization Clients
6
AUM
$90.4M
Corporation or Business Clients
1
AUM
$38.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAFLGAINKYMINCNHOHTNTXVA

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

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