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KESSLER INVESTMENT GROUP, LLC
50 Washington Street
Suite 3b
Columbus, Indiana 47201
Tel: 812-314-0083
About KESSLER INVESTMENT GROUP, LLC
KESSLER INVESTMENT GROUP, LLC, formally registered with the SEC as KESSLER INVESTMENT GROUP, LLC. The firm was established in 05/13/2010. They have over 2 offices throughout the country.
KESSLER INVESTMENT GROUP, LLC is a Columbus, Indiana based Financial Planning firm with nearly $234,775,733 assets under management, offering retirement planning & investment advisory services to 1019 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153696 |
| SEC# | 801-71393 |
| Assets Managed by Firm | $234,775,733 |
| No. of Clients | 1019 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1019 | $234,775,733 |
| Individuals (other than high net worth individuals) | 436 | $103,630,979 |
| High net worth individuals | 49 | $104,629,478 |
| Pension and profit sharing plans | Fewer than 5 clients | $442,454 |
| Charitable organizations | Fewer than 5 clients | $40,710 |
| Other investment advisers | Fewer than 5 clients | $25,526,581 |
| Corporations or other businesses | Fewer than 5 clients | $505,531 |
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