Overview
Assets Under Management: $263 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 109775
Last Filing Date: 2024-03-27 00:00:00
Website: https://pelotonwealth.com