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Building 2SPYGLASS INVESTMENT MANAGEMENT

Map pinTERRE HAUTE, IN
Phone(812) 238-8484
NotebookSEC #801-133745
Total AUM
$156.4M
Employees
3
Clients
528

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 SOUTH 3RD ST
TERRE HAUTE
IN 47802
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
(812) 238-8484

ReceiptFinancials

Total AUM
$156.4M
Accounts
789
Discretionary
$153.5M
Accounts
784
Non-Discretionary
$2.9M
Accounts
5

ContactClients

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Individual Clients
425
AUM
$46.7M
HNW Individual Clients
86
AUM
$99.3M
Pension/Profit Sharing Plan Clients
5
AUM
$3.6M
Charitable Organization Clients
1
AUM
$194.9K
Government Entity Clients
1
AUM
$419.6K
Corporation or Business Clients
10
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILIN

HandshakeAffiliates

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

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