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Building 2SKY BANK

Map pinINDIANAPOLIS, IN
Phone317-269-4831
NotebookSEC #801-56656
Total AUM
$40.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 N PENNSYLVANIA ST
FIRST FLOOR
INDIANAPOLIS
IN 46204
USA
Operating Hours
9A.M. - 5 P.M.
Monday - Friday
Phone
317-269-4831

ReceiptFinancials

Total AUM
$40.5M
Accounts
301
Discretionary
$25.5M
Accounts
123
Non-Discretionary
$15M
Accounts
178

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed 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 1 other business.

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