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Building 2TRADEWELL TAX & FINANCIAL

Map pinFORT WAYNE, IN
Phone260-490-2084
NotebookSEC #801-130935
Total AUM
$275.8M
Employees
9
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 WEST MAIN STREET
#100
FORT WAYNE
IN 46802
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
260-490-2084

ReceiptFinancials

Total AUM
$275.8M
Accounts
1,083
Discretionary
$275.8M
Accounts
1,083
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
358
AUM
$136M
HNW Individual Clients
71
AUM
$139.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOHTX

HandshakeAffiliates

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

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