1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TREYBOURNE WEALTH PLANNERS

Map pinGREENWOOD, IN
Phone317-449-2040
NotebookSEC #801-64128
Total AUM
$422.1M
Employees
8
Clients
415

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
609 TREYBOURNE DR. SUITE B
GREENWOOD
IN 46142
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
317-449-2040
Other Offices
1

ReceiptFinancials

Total AUM
$422.1M
Accounts
1,279
Discretionary
$370.1M
Accounts
1,213
Non-Discretionary
$52M
Accounts
66

ContactClients

View more in analytics →

Individual Clients
278
AUM
$94.1M
HNW Individual Clients
122
AUM
$291.8M
Pension/Profit Sharing Plan Clients
14
AUM
$4M
Charitable Organization Clients
1
AUM
$32.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMIOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account