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Building 2FORUM PRIVATE CLIENT GROUP

Map pinFISHERS, IN
Phone317-558-6322
NotebookSEC #801-78874
Total AUM
$403.3M
Employees
11
Clients
636

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11313 USA PARKWAY
FISHERS
IN 46037-0000
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
317-558-6322

ReceiptFinancials

Total AUM
$403.3M
Accounts
1,490
Discretionary
$381M
Accounts
1,411
Non-Discretionary
$22.2M
Accounts
79

ContactClients

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Individual Clients
520
AUM
$158.5M
HNW Individual Clients
115
AUM
$243.4M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PODCAST
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMITX

HandshakeAffiliates

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

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