10 East Main Street
Carmel, Indiana 46032
Tel: 317-264-2600
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 44402 |
SEC# | 801-55588 |
Assets Managed by Firm | $3,159,426,779 |
No. of Clients | 1690 |
No. of Advisors | 36 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1690 | $3,159,426,779 |
Individuals (other than high net worth individuals) | 194 | $250,112,299 |
High net worth individuals | 358 | $1,352,790,705 |
Pension and profit sharing plans | 5 | $6,816,176 |
Charitable organizations | 41 | $1,030,329,650 |
Corporations or other businesses | 10 | $44,764,890 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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