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Building 2FORTITUDE PRIVATE WEALTH

Map pinCARMEL, IN
Phone317-819-8550
NotebookSEC #801-132620
Total AUM
$126.5M
Employees
2
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 E 116TH ST
SUITE 350
CARMEL
IN 46032
United States
Operating Hours
9-5
Monday - Friday
Phone
317-819-8550

ReceiptFinancials

Total AUM
$126.5M
Accounts
322
Discretionary
$126.5M
Accounts
322
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$13.8M
HNW Individual Clients
44
AUM
$112.7M

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
ILINOH

HandshakeAffiliates

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

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