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Building 2FNEX WEALTH, LLC

Map pinINDIANAPOLIS, IN
Phone317-445-7676
NotebookSEC #801-132205
Total AUM
$122.3M
Employees
2
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INDIANA SQUARE
SUITE 2252
INDIANAPOLIS
IN 46204
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
317-445-7676

ReceiptFinancials

Total AUM
$122.3M
Accounts
56
Discretionary
$122.3M
Accounts
55
Non-Discretionary
$46.6K
Accounts
1

ContactClients

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Individual Clients
28
AUM
$10.1M
HNW Individual Clients
26
AUM
$112M
Investment Company Clients
1
AUM
$23.5K
Charitable Organization Clients
1
AUM
$151.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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