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GOELZER INVESTMENT MANAGEMENT

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

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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

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

Firm CRD#:

44402

SEC#:

801-55588

No. of Clients:

1690

Assets under Management

$3,159,426,779

No. of Advisors:

36

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