BOOKENDS FINANCIAL PLANNING

7320 Us 31 S
Indianapolis, Indiana 46227
Tel: 317-859-2502

About BOOKENDS FINANCIAL PLANNING

BOOKENDS FINANCIAL PLANNING, formally registered with the SEC as BOOKENDS FINANCIAL PLANNING. The firm was established in 01/02/2020. They have over 5 offices throughout the country.

BOOKENDS FINANCIAL PLANNING is a Indianapolis, Indiana based Financial Planning firm with nearly $288,955,121 assets under management, offering retirement planning & investment advisory services to 1304 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305301
SEC#	801-117718
Assets Managed by Firm	$288,955,121
No. of Clients	1304
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (COMBINATION FOR FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1304	$288,955,121
Individuals (other than high net worth individuals)	435	$136,112,604
High net worth individuals	68	$149,903,725
Corporations or other businesses	2	$2,938,792

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