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Building 2BANKER INVESTMENT GROUP

Map pinWEST LAFAYETTE, IN
Phone765-497-0197
NotebookSEC #801-79396
Total AUM
$260.2M
Employees
4
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1241 CUMBERLAND AVENUE
SUITE B
WEST LAFAYETTE
IN 47906
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
765-497-0197

ReceiptFinancials

Total AUM
$260.2M
Accounts
952
Discretionary
$260.2M
Accounts
952
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
370
AUM
$85.8M
HNW Individual Clients
97
AUM
$172.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

HandshakeAffiliates

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

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