13080 Grand Blvd.
Suite 130
Carmel, Indiana 46032
Tel: 317-875-0202
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109563 |
SEC# | 801-57288 |
Assets Managed by Firm | $487,810,150 |
No. of Clients | 950 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 950 | $487,810,150 |
Individuals (other than high net worth individuals) | 126 | $60,457,966 |
High net worth individuals | 148 | $424,706,622 |
Charitable organizations | Fewer than 5 clients | $2,645,562 |
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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