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Building 2ELSER FINANCIAL PLANNING, INC.

Map pinINDIANAPOLIS, IN
Phone317-731-5615
NotebookSEC #801-80871
Total AUM
$2.1B
Employees
15
Clients
586

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8900 KEYSTONE CROSSING
SUITE 450
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
317-731-5615

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,643
Discretionary
$1.1B
Accounts
1,474
Non-Discretionary
$973.8M
Accounts
169

ContactClients

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Individual Clients
158
AUM
$61.6M
HNW Individual Clients
420
AUM
$1.9B
Pension/Profit Sharing Plan Clients
1
AUM
$345.8K
Charitable Organization Clients
1
AUM
$58.5M
Corporation or Business Clients
6
AUM
$41.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINLANCNENYTX

HandshakeAffiliates

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

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