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Building 2CURRY WEBB WEALTH MANAGEMENT LLC

Map pinINDIANAPOLIS, IN
Phone317-999-5323
NotebookSEC #801-129976
Total AUM
$332.4M
Employees
6
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 E 96TH STREET
SUITE #140
INDIANAPOLIS
IN 46240
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
317-999-5323

ReceiptFinancials

Total AUM
$332.4M
Accounts
836
Discretionary
$332.4M
Accounts
836
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
327
AUM
$165.5M
HNW Individual Clients
70
AUM
$166.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIN

HandshakeAffiliates

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

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