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Building 2SOMERSET FINANCIAL SERVICES, L.L.C.

Map pinINDIANAPOLIS, IN
Phone317-469-7776
NotebookSEC #801-55424
Total AUM
$286.7M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8425 WOODFIELD CROSSING BLVD., SUITE 400W
INDIANAPOLIS
IN 46240
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
317-469-7776

ReceiptFinancials

Total AUM
$286.7M
Accounts
623
Discretionary
$276.2M
Accounts
492
Non-Discretionary
$10.5M
Accounts
131

ContactClients

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None reported

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
IN

HandshakeAffiliates

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

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