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Building 2THE FINANCIAL JUNCTION

Map pinINDIANAPOLIS, IN
Phone317-215-2473
NotebookSEC #801-67664
Total AUM
$33.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7320 US 31 SOUTH
INDIANAPOLIS
IN 46227
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
317-215-2473

ReceiptFinancials

Total AUM
$33.2M
Accounts
127
Discretionary
$18.8M
Accounts
80
Non-Discretionary
$14.4M
Accounts
47

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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