8900 Keystone Crossing
Suite 450
Indianapolis, Indiana 46240
Tel: 317-731-5615
ELSER FINANCIAL PLANNING, INC, formally registered with the SEC as ELSER FINANCIAL PLANNING, INC. The firm was established in 02/09/2015. They have over 1 offices throughout the country.
ELSER FINANCIAL PLANNING, INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $2,004,775,922 assets under management, offering retirement planning & investment advisory services to 1661 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143311 |
SEC# | 801-80871 |
Assets Managed by Firm | $2,004,775,922 |
No. of Clients | 1661 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1661 | $2,004,775,922 |
Individuals (other than high net worth individuals) | 227 | $73,346,882 |
High net worth individuals | 176 | $1,885,620,818 |
Pension and profit sharing plans | Fewer than 5 clients | $246,004 |
Charitable organizations | Fewer than 5 clients | $37,778,317 |
Corporations or other businesses | 5 | $7,783,901 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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