Overview
Assets Under Management: $2.0 billion
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 176
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.06
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 1,661
Discretionary Accounts: 1,526
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 143311
Last Filing Date: 2025-02-10 00:00:00
Website: HTTP://ELSERFP.COM