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FINANCIAL PLANS & STRATEGIES, INC.
Tel: 317-882-7675
375 N. Madison Avenue Greenwood, Indiana 46142-3636
FINANCIAL PLANS & STRATEGIES, INC.
FINANCIAL PLANS & STRATEGIES, INC. is a Greenwood, Indiana based financial advisory firm with nearly $549,874,500 in assets under management and provides investment advisory services for 2777 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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
123793
SEC#:
801-107206
No. of Clients:
2777
Assets under Management
$549,874,500
No. of Advisors:
5
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