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Building 2SBC WEALTH MANAGEMENT

Map pinINDIANAPOLIS, IN
Phone317-848-4744
NotebookSEC #801-78108
Total AUM
$1B
Employees
14
Clients
1,112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2920 EAST 96TH STREET
INDIANAPOLIS
IN 46240
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
317-848-4744

ReceiptFinancials

Total AUM
$1B
Accounts
3,047
Discretionary
$1B
Accounts
2,921
Non-Discretionary
$3.1M
Accounts
126

ContactClients

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Individual Clients
618
AUM
$207.3M
HNW Individual Clients
492
AUM
$788M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4K
Insurance Company Clients
1
AUM
$12.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYMIMONCNENHOHPATNTXVAWI

HandshakeAffiliates

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

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