Goelzer Investment Management
Goelzer Investment Management (CRD# 44402) is a financial advisory firm headquartered in Indianapolis, IN. They manage $3,159,426,779 in 1,690 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
Goelzer Investment Management
By the Numbers
-
Total Assets Under Management3,159MILLION
-
Total Number of Accounts1,690ACCOUNTS
-
Average Account Value$1,869,483
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, DE, FL, GA, IN, NE, NJ, NY, OH, TN, TX, WA
Financial Advisors at Goelzer Investment Management
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.