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Building 2PRIVATE COUNSEL GROUP, LTD.

Map pinINDIANAPOLIS, IN
Phone317-627-8957
NotebookSEC #801-135690
Total AUM
$116M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 MASSACHUSETTS AVE
SUITE 300
INDIANAPOLIS
IN 46204
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
317-627-8957

ReceiptFinancials

Total AUM
$116M
Accounts
153
Discretionary
$0
Accounts
0
Non-Discretionary
$116M
Accounts
153

ContactClients

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Individual Clients
31
AUM
$6.3M
HNW Individual Clients
32
AUM
$109.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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