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FINANCIAL PLANNING SERVICES
Tel: 260-469-3218
6920 Pointe Inverness Way Ste 170
Fort Wayne, Indiana 46804
FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES is a Fort Wayne, Indiana based financial advisory firm with nearly $153,393,473 in assets under management and provides investment advisory services for 872 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
121034
SEC#:
801-123630
No. of Clients:
872
Assets under Management
$153,393,473
No. of Advisors:
5
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