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Building 2WORLEY FINANCIAL GROUP

Map pinINDIANAPOLIS, IN
Phone317-872-5090
NotebookSEC #801-62548
Total AUM
$9.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 DEPAUW BLVD
#1035
INDIANAPOLIS
IN 46268
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
317-872-5090

ReceiptFinancials

Total AUM
$9.3M
Accounts
111
Discretionary
$0
Accounts
0
Non-Discretionary
$9.3M
Accounts
111

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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