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Building 2LJI WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-466-9702
NotebookSEC #801-69647
Total AUM
$62.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
902 EAST 66TH ST., STE C
INDIANAPOLIS
IN 46220
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
317-466-9702

ReceiptFinancials

Total AUM
$62.5M
Accounts
559
Discretionary
$55.7M
Accounts
549
Non-Discretionary
$6.8M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIN

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

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