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Building 2KESSLER INVESTMENT GROUP, LLC

Map pinCOLUMBUS, IN
Phone812-314-0083
NotebookSEC #801-71393
Total AUM
$359.7M
Employees
8
Clients
563

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 WASHINGTON STREET
SUITE 3B
COLUMBUS
IN 47201
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
812-314-0083
Other Offices
1

ReceiptFinancials

Total AUM
$359.7M
Accounts
1,138
Discretionary
$349.5M
Accounts
1,101
Non-Discretionary
$10.2M
Accounts
37

ContactClients

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Individual Clients
487
AUM
$111.2M
HNW Individual Clients
71
AUM
$198.8M
Pension/Profit Sharing Plan Clients
1
AUM
$630.4K
Charitable Organization Clients
1
AUM
$54.7K
Investment Advisor Clients
1
AUM
$34.9M
Insurance Company Clients
1
AUM
$11.6M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
REGISTRANT HAS AGREEMENTS TO PROVIDE ADVISORY SERVICES TO CLIENTS OF ENTITIES EITHER AS SUB-ADVSER OR AS A MODEL MANAGER.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYOHTX

HandshakeAffiliates

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

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