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GOELZER INVESTMENT MANAGEMENT

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

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About GOELZER INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT, formally registered with the SEC as GOELZER INVESTMENT MANAGEMENT. The firm was established in 06/30/1998. They have over 1 offices throughout the country.

GOELZER INVESTMENT MANAGEMENT is a Carmel, Indiana based Financial Planning firm with nearly $3,159,426,779 assets under management, offering retirement planning & investment advisory services to 1690 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#44402
SEC#801-55588
Assets Managed by Firm$3,159,426,779
No. of Clients1690
No. of Advisors36

Fee Structure

  • A percentage of AUM
  • Fixed fees

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)

Firm Client Information

No. of ClientsAUM
Firm Total1690$3,159,426,779
Individuals (other than high net worth individuals)194$250,112,299
High net worth individuals358$1,352,790,705
Pension and profit sharing plans5$6,816,176
Charitable organizations41$1,030,329,650
Corporations or other businesses10$44,764,890

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OXFORD FINANCIAL GROUP, LTD
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SAPIENT CAPITAL LLC
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