Overview
Assets Under Management: $201 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 918
Discretionary Accounts: 910
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 288742
Last Filing Date: 2024-04-29 00:00:00
Website: https://aelwm.com