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Building 2MFG WEALTH MANAGEMENT, INC.

Map pinINDIANAPOLIS, IN
Phone317-780-1006
NotebookSEC #801-132898
Total AUM
$138.9M
Employees
4
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6920 SOUTH EAST ST
STE E
INDIANAPOLIS
IN 46227
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
317-780-1006

ReceiptFinancials

Total AUM
$138.9M
Accounts
889
Discretionary
$138.9M
Accounts
889
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
294
AUM
$63.5M
HNW Individual Clients
34
AUM
$75.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIN

HandshakeAffiliates

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

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