BOOKENDS FINANCIAL PLANNING - Financial Advisor in Indiana, Indianapolis

Tel: 317-859-2502 7320 Us 31 S Indianapolis, Indiana 46227

About BOOKENDS FINANCIAL PLANNING

BOOKENDS FINANCIAL PLANNING is a Indianapolis, Indiana based financial advisory firm with nearly $288,955,121 in assets under management and provides investment advisory services for 1304 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

305301

Firm SEC#:

801-117718

Assets Under Management:

$288,955,121

No. of Clients:

1304

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (COMBINATION FOR FINANCIAL PLANNING)

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