TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT

111 East Main Street
Brownsburg, Indiana 46112
Tel: 317-350-4255

About TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT

TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT, formally registered with the SEC as TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT. The firm was established in 04/22/2022. They have over 8 offices throughout the country.

TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT is a Brownsburg, Indiana based Financial Planning firm with nearly $217,864,393 assets under management, offering retirement planning & investment advisory services to 1860 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147676
SEC#	801-124740
Assets Managed by Firm	$217,864,393
No. of Clients	1860
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1860	$217,864,393
Individuals (other than high net worth individuals)	419	$113,579,280
High net worth individuals	88	$103,199,535
Charitable organizations	2	$672,654
Corporations or other businesses	1	$412,924

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