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GOELZER INVESTMENT MANAGEMENT
CARMEL, IN
317-264-2600
SEC #801-55588Total AUM
$4.5B
Employees
34Clients
695Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 EAST MAIN STREET
SUITE 110
CARMEL
IN 46032
United States
SUITE 110
CARMEL
IN 46032
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
317-264-2600
Financials
Total AUM
$4.5B
Accounts
1,945Discretionary
$4.3B
Accounts
1,901Non-Discretionary
$199M
Accounts
44
Clients
Individual Clients
173AUM
$109.7M
HNW Individual Clients
404AUM
$2B
Pension/Profit Sharing Plan Clients
12AUM
$9.2M
Charitable Organization Clients
42AUM
$1.4B
Government Entity Clients
35AUM
$575.2M
Corporation or Business Clients
19AUM
$212.7M
Other Clients
10AUM
$199M
Description of Other Clients
NON-DISCRETIONARY CLIENTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PORTFOLIO MONITORING/CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order Entry
State Registrations
AZCACODEFLGAILINKYMAMDMINCNENHOHSCTNTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.