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Building 2MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Map pinINDIANAPOLIS, IN
Phone317-552-0505
NotebookSEC #801-62577
Total AUM
$776M
Employees
12
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3105 E 98TH STREET
SUITE 170
INDIANAPOLIS
IN 46280
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
317-552-0505
Other Offices
7

ReceiptFinancials

Total AUM
$776M
Accounts
1,693
Discretionary
$769.3M
Accounts
1,642
Non-Discretionary
$6.7M
Accounts
51

ContactClients

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Individual Clients
222
AUM
$96.3M
HNW Individual Clients
200
AUM
$664.3M
Pension/Profit Sharing Plan Clients
1
AUM
$940K
Charitable Organization Clients
5
AUM
$3.7M
Corporation or Business Clients
1
AUM
$10.8M

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
AZCAFLGAILINKYMIOHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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