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Building 2CORE WEALTH ADVISORS

Map pinINDIANAPOLIS, IN
Phone317-497-0569
NotebookSEC #801-132613
Total AUM
$143.8M
Employees
3
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 W MARKET ST, SUITE 712
INDIANAPOLIS
IN 46204
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
317-497-0569

ReceiptFinancials

Total AUM
$143.8M
Accounts
149
Discretionary
$143.8M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
106
AUM
$60.5M
HNW Individual Clients
43
AUM
$83.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIN

HandshakeAffiliates

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

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