GOELZER INVESTMENT MANAGEMENT

111 Monument Circle, Suite 500
Indianapolis, Indiana 46204-2990
Tel: 317-264-2600

About GOELZER INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT, formally registered with the SEC as GOELZER INVESTMENT MANAGEMENT. The firm was established in 06/30/1998. They have over 1 offices throughout the country.

GOELZER INVESTMENT MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $2,360,180,745 assets under management, offering retirement planning & investment advisory services to 1579 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	44402
SEC#	801-55588
Assets Managed by Firm	$2,360,180,745
No. of Clients	1579
No. of Advisors	37

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1579	$2,360,180,745
Individuals (other than high net worth individuals)	266	$242,295,339
High net worth individuals	330	$1,144,570,747
Pension and profit sharing plans	9	$5,547,869
Charitable organizations	46	$428,099,193
Corporations or other businesses	21	$174,200,849

Inquire with GOELZER INVESTMENT MANAGEMENT

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