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Building 2MINDSET WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-348-4655
NotebookSEC #801-129731
Total AUM
$445.5M
Employees
4
Clients
277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8275 ALLISON POINTE TRAIL
SUITE 230
INDIANAPOLIS
IN 46250
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
317-348-4655

ReceiptFinancials

Total AUM
$445.5M
Accounts
276
Discretionary
$445.5M
Accounts
276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$11.7M
HNW Individual Clients
189
AUM
$276.3M
Corporation or Business Clients
3
AUM
$157.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILINLATX

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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