Overview
Assets Under Management: $258 million
Headquarters: WEST LAFAYETTE, IN
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 945
Discretionary Accounts: 945
Regulatory Filings
CRD Number: 109650
Last Filing Date: 2024-03-27 00:00:00
Website: https://bankergrp.com