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Building 2ICON WEALTH MANAGEMENT, INC.

Map pinINDIANAPOLIS, IN
Phone317-284-6010
NotebookSEC #801-69417
Total AUM
$27.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11206-B FALL CREEK ROAD
INDIANAPOLIS
IN 46256
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
317-284-6010

ReceiptFinancials

Total AUM
$27.2M
Accounts
182
Discretionary
$27.2M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAINKYSCTX

HandshakeAffiliates

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

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