Peloton Wealth Strategists, Inc.
Peloton Wealth Strategists, Inc. (CRD# 109775) is a financial advisory firm headquartered in Indianapolis, IN. They manage $179,181,109 in 294 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management179MILLION
Total Number of Accounts294ACCOUNTS
Average Account Value$609,460
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
FL, IN, KY, TX
Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder.
Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more.
Matthew Bradley (CRD# 4641232) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.