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BEDEL FINANCIAL CONSULTING INC

8940 River Crossing Blvd.
Suite 120
Indianapolis, Indiana 46240
Tel: 317-843-1358

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About BEDEL FINANCIAL CONSULTING INC

BEDEL FINANCIAL CONSULTING INC, formally registered with the SEC as BEDEL FINANCIAL CONSULTING INC. The firm was established in 07/06/1989. They have over 1 offices throughout the country.

BEDEL FINANCIAL CONSULTING INC is a Indianapolis, Indiana based Financial Planning firm with nearly $2,137,382,356 assets under management, offering retirement planning & investment advisory services to 4806 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105653
SEC#801-34764
Assets Managed by Firm$2,137,382,356
No. of Clients4806
No. of Advisors25

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
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total4806$2,137,382,356
Individuals (other than high net worth individuals)503$191,861,064
High net worth individuals577$1,898,754,008
Charitable organizations3$2,383,532
Corporations or other businesses3$44,383,752

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