GOELZER INVESTMENT MANAGEMENT

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

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 Status	Approved
Firm CRD#	44402
SEC#	801-55588
Assets Managed by Firm	$3,159,426,779
No. of Clients	1690
No. of Advisors	36

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 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

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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