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Building 2HALTER FERGUSON FINANCIAL INC

Map pinCARMEL, IN
Phone317-875-0202
NotebookSEC #801-57288
Total AUM
$705M
Employees
15
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
13080 GRAND BLVD.
SUITE 130
CARMEL
IN 46032
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
317-875-0202

ReceiptFinancials

Total AUM
$705M
Accounts
1,076
Discretionary
$705M
Accounts
1,076
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$48.3M
HNW Individual Clients
194
AUM
$649.7M
Pooled Vehicle Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAINLAMINHOHSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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