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Building 2CFG WEALTH MANAGEMENT SERVICES INC

Map pinINDIANAPOLIS, IN
Phone317-841-7959
NotebookSEC #801-26372
Total AUM
$64.5M
Employees
3
Clients
0

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
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
317-841-7959

ReceiptFinancials

Total AUM
$64.5M
Accounts
341
Discretionary
$62.9M
Accounts
339
Non-Discretionary
$1.7M
Accounts
2

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

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

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