HALTER FERGUSON FINANCIAL INC

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

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 $266,706,879 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109563
SEC#	801-57288
Assets Managed by Firm	$266,706,879
No. of Clients	824
No. of Advisors	9

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$266,706,879
Individuals (other than high net worth individuals)	180	$72,100,269
High net worth individuals	87	$191,587,071
Pension and profit sharing plans	Fewer than 5 clients	$900,358
Charitable organizations	Fewer than 5 clients	$2,119,181

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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