BISCHOFF WEALTH MANAGEMENT GROUP, LLC

107 North State Road 135
Suite 207
Greenwood, Indiana 46142
Tel: (317) 851-9718

About BISCHOFF WEALTH MANAGEMENT GROUP, LLC

BISCHOFF WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as BISCHOFF WEALTH MANAGEMENT GROUP, LLC. The firm was established in 09/03/2015. They have over 1 offices throughout the country.

BISCHOFF WEALTH MANAGEMENT GROUP, LLC is a Greenwood, Indiana based Financial Planning firm with nearly $195,804,554 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171652
SEC#	801-106594
Assets Managed by Firm	$195,804,554
No. of Clients	369
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	369	$195,804,554
Individuals (other than high net worth individuals)	267	$64,780,599
High net worth individuals	87	$125,966,248
Charitable organizations	Fewer than 5 clients	$451,877
Corporations or other businesses	13	$4,605,830

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