Overview
Assets Under Management: $460 million
Headquarters: GREENWOOD, IN
High-Net-Worth Clients: 4
Average Client Assets: $60 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.91
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 827
Discretionary Accounts: 827
Regulatory Filings
CRD Number: 123793
Filing ID: 1952262
Last Filing Date: 2025-03-21 10:24:00
Website: https://finplans.com