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Building 2ENCIRCLE FINANCIAL STRATEGIES

Map pin
Phone317-570-1800
NotebookSEC #801-128603
Total AUM
$139.4M
Employees
4
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10:00 AM TO 6:00 PM
Monday - Friday
Phone
317-570-1800
Other Offices
3

ReceiptFinancials

Total AUM
$139.4M
Accounts
726
Discretionary
$139.4M
Accounts
726
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
199
AUM
$75.3M
HNW Individual Clients
41
AUM
$63.9M
Corporation or Business Clients
2
AUM
$205.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMATX

HandshakeAffiliates

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

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