Overview
Assets Under Management: $660 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 191
Average Client Assets: $1.4 million
Frequently Asked Questions
BIECHELE ROYCE ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120742), BIECHELE ROYCE ADVISORS, INC. is subject to fiduciary duty under federal law.
BIECHELE ROYCE ADVISORS, INC. is headquartered in FISHERS, IN.
BIECHELE ROYCE ADVISORS, INC. serves 191 high-net-worth clients according to their SEC filing dated June 26, 2024. View client details ↓
According to their SEC Form ADV, BIECHELE ROYCE ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BIECHELE ROYCE ADVISORS, INC. manages $660 million in client assets according to their SEC filing dated June 26, 2024.
According to their SEC Form ADV, BIECHELE ROYCE ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.82%
Average Client Assets: $1.4 million
Total Client Accounts: 679
Discretionary Accounts: 656
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 120742
Filing ID: 1885670
Last Filing Date: 2024-06-26 14:44:00