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Building 2HOBBS WEALTH MANAGEMENT

Map pinZIONSVILLE, IN
Phone317-559-2940
NotebookSEC #801-132062
Total AUM
$146.7M
Employees
6
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 N. MAIN STREET
ZIONSVILLE
IN 46077
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
317-559-2940

ReceiptFinancials

Total AUM
$146.7M
Accounts
631
Discretionary
$146.7M
Accounts
631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$35.2M
HNW Individual Clients
65
AUM
$111.5M
Corporation or Business Clients
1
AUM
$6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INLATX

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

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