GOELZER INVESTMENT MANAGEMENT - Financial Advisor in Indiana, Carmel

Tel: 317-264-2600 10 East Main Street Carmel, Indiana 46032

About GOELZER INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $3,159,426,779 in assets under management and provides investment advisory services for 1690 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

44402

Firm SEC#:

801-55588

Assets Under Management:

$3,159,426,779

No. of Clients:

1690

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PORTFOLIO MONITORING/CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

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$4,946,760,100

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