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