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 $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 Status	Approved
Firm CRD#	109563
SEC#	801-57288
Assets Managed by Firm	$487,810,150
No. of Clients	950
No. of Advisors	12

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 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

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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