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HALTER FERGUSON FINANCIAL INC

Tel: 317-875-0202
13080 Grand Blvd.
Suite 130
Carmel, Indiana  46032

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HALTER FERGUSON FINANCIAL INC

HALTER FERGUSON FINANCIAL INC is a Carmel, Indiana based financial advisory firm with nearly $487,810,150 in assets under management and provides investment advisory services for 950 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109563

SEC#:

801-57288

No. of Clients:

950

Assets under Management

$487,810,150

No. of Advisors:

12

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