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Building 2BKM WEALTH MANAGEMENT GROUP LLC

Map pinFORT WAYNE, IN
Phone260-918-4500
NotebookSEC #801-68929
Total AUM
$18.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 HOBSON ROAD, #202
FORT WAYNE
IN 46815
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
260-918-4500

ReceiptFinancials

Total AUM
$18.2M
Accounts
220
Discretionary
$15.2M
Accounts
186
Non-Discretionary
$3M
Accounts
34

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 Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

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

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