20 Northwest First Street
Fifth Floor
Evansville, Indiana 47708
Tel: 812-421-3211
DONALDSON CAPITAL MANAGEMENT LLC, formally registered with the SEC as DONALDSON CAPITAL MANAGEMENT LLC. The firm was established in 02/10/1995. They have over 5 offices throughout the country.
DONALDSON CAPITAL MANAGEMENT LLC is a Evansville, Indiana based Financial Planning firm with nearly $2,310,717,134 assets under management, offering retirement planning & investment advisory services to 1469 clients. The firm is staffed with 58 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106131 |
SEC# | 801-48479 |
Assets Managed by Firm | $2,310,717,134 |
No. of Clients | 1469 |
No. of Advisors | 58 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1469 | $2,310,717,134 |
Individuals (other than high net worth individuals) | 846 | $326,133,498 |
High net worth individuals | 545 | $1,672,793,355 |
Pension and profit sharing plans | 22 | $47,059,621 |
Charitable organizations | 43 | $217,506,430 |
Corporations or other businesses | 13 | $47,224,230 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$32,602,597,413 | 98199 | 1690 | |
$24,468,049,188 | 15 | 77 | |
$23,853,429,616 | 10 | 37 | |
$16,220,200,000 | 38933 | 560 | |
$15,587,908,593 | 5947 | 159 |
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