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Building 2CFG WEALTH MANAGEMENT SERVICES INC

Map pinINDIANAPOLIS, IN
Phone317-841-7959
NotebookSEC #801-135897
Total AUM
$110.2M
Employees
2
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9840 WESTPOINT DRIVE
SUITE 150
INDIANAPOLIS
IN 46256
United States
Operating Hours
9:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
317-841-7959

ReceiptFinancials

Total AUM
$110.2M
Accounts
202
Discretionary
$110.2M
Accounts
202
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$6.8M
HNW Individual Clients
41
AUM
$73.3M
Charitable Organization Clients
3
AUM
$25.2M
Corporation or Business Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINTX

HandshakeAffiliates

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

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