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Building 2BEDEL FINANCIAL CONSULTING INC

Map pinINDIANAPOLIS, IN
Phone317-843-1358
NotebookSEC #801-34764
Total AUM
$2.9B
Employees
28
Clients
1,164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8940 RIVER CROSSING BLVD.
SUITE 120
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
317-843-1358

ReceiptFinancials

Total AUM
$2.9B
Accounts
5,435
Discretionary
$2.9B
Accounts
5,413
Non-Discretionary
$1.6M
Accounts
22

ContactClients

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Individual Clients
421
AUM
$132.9M
HNW Individual Clients
741
AUM
$2.7B
Charitable Organization Clients
1
AUM
$5.6M
Corporation or Business Clients
1
AUM
$51.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMAMIMNNCNYOHORPASCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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