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Building 2LJI WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone317-466-9702
NotebookSEC #801-77820
Total AUM
$1.4B
Employees
13
Clients
1,573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6569 CARROLLTON AVENUE
INDIANAPOLIS
IN 46220
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
317-466-9702
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,574
Discretionary
$1.2B
Accounts
3,546
Non-Discretionary
$175.5M
Accounts
28

ContactClients

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Individual Clients
1,259
AUM
$352.7M
HNW Individual Clients
231
AUM
$686.1M
Pension/Profit Sharing Plan Clients
55
AUM
$161.4M
Government Entity Clients
28
AUM
$173.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMIMONCNEOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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