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Building 2MJ RETIREMENT

Map pinCARMEL, IN
Phone317-805-7500
NotebookSEC #801-76741
Total AUM
$5.5B
Employees
11
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
571 MONON BLVD
SUITE 400
CARMEL
IN 46032
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
317-805-7500

ReceiptFinancials

Total AUM
$5.5B
Accounts
303
Discretionary
$1.8B
Accounts
180
Non-Discretionary
$3.7B
Accounts
123

ContactClients

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Individual Clients
18
AUM
$5.7M
HNW Individual Clients
21
AUM
$75.5M
Pension/Profit Sharing Plan Clients
153
AUM
$5.4B
Other Clients
1
AUM
$27.1M
Description of Other Clients
TAFT-HARTLEY MULTI-EMPLOYER PENSION PLAN

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILINKYLAMIOHSCTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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