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Building 2COMPREHENSIVE FINANCIAL CONSULTANTS

Map pinCICERO, IN
Phone317-984-7693
NotebookSEC #801-131561
Total AUM
$187.3M
Employees
9
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7800 EAST 236TH STREET
CICERO
IN 46034
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
317-984-7693

ReceiptFinancials

Total AUM
$187.3M
Accounts
1,123
Discretionary
$185.7M
Accounts
1,121
Non-Discretionary
$1.6M
Accounts
2

ContactClients

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Individual Clients
315
AUM
$71M
HNW Individual Clients
61
AUM
$108.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
7
AUM
$4.8M
Insurance Company Clients
1
AUM
$195.8K
Corporation or Business Clients
9
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INTX

HandshakeAffiliates

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

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