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Building 2STRIVE FINANCIAL GROUP, LLC

Map pinCARMEL, IN
Phone(317) 590-0146
NotebookSEC #801-131400
Total AUM
$246.7M
Employees
12
Clients
772

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10201 N. ILLINOIS STREET
SUITE 325
CARMEL
IN 46290
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(317) 590-0146
Other Offices
3

ReceiptFinancials

Total AUM
$246.7M
Accounts
1,991
Discretionary
$238.5M
Accounts
1,990
Non-Discretionary
$8.2M
Accounts
1

ContactClients

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Individual Clients
660
AUM
$143.3M
HNW Individual Clients
109
AUM
$98.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$102K
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINMIMTOHTNTXWI

HandshakeAffiliates

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

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