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Building 2CFCI

Map pinBLOOMINGTON, IN
Phone812-334-3190
NotebookSEC #801-62834
Total AUM
$595.6M
Employees
22
Clients
1,083

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
674 S. COLLEGE AVENUE
BLOOMINGTON
IN 47403
United States
Operating Hours
8:00AM TO 5PM
Monday - Friday
Phone
812-334-3190
Other Offices
2

ReceiptFinancials

Total AUM
$595.6M
Accounts
1,083
Discretionary
$595.6M
Accounts
1,083
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
930
AUM
$209.6M
HNW Individual Clients
148
AUM
$337.4M
Charitable Organization Clients
5
AUM
$48.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINLAMINCNETXVA

HandshakeAffiliates

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

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