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HALTER FERGUSON FINANCIAL INC

13080 Grand Blvd.
Suite 130
Carmel, Indiana 46032
Tel: 317-875-0202

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About HALTER FERGUSON FINANCIAL INC

HALTER FERGUSON FINANCIAL INC, formally registered with the SEC as HALTER FERGUSON FINANCIAL INC. The firm was established in 02/18/2000. They have over 1 offices throughout the country.

HALTER FERGUSON FINANCIAL INC is a Carmel, Indiana based Financial Planning firm with nearly $487,810,150 assets under management, offering retirement planning & investment advisory services to 950 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109563
SEC#801-57288
Assets Managed by Firm$487,810,150
No. of Clients950
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total950$487,810,150
Individuals (other than high net worth individuals)126$60,457,966
High net worth individuals148$424,706,622
Charitable organizationsFewer than 5 clients$2,645,562

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OXFORD FINANCIAL GROUP, LTD
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