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Bedel Financial Consulting Inc
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Indianapolis, Indiana
$1.4 billion AUM
1 office

Bedel Financial Consulting Inc is based in Indianapolis, Indiana and has $1.4 billion in assets under management.

Location
8940 River Crossing Boulevard
Suite 120
Indianapolis, IN 46240
$1.4 billion
AUM
14
Employees
AUM Share
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$1,429,107,025
Assets under management
3,950 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 521 $213,529,105 15% $409,845
High net worth individuals 380 $1,197,606,650 84% $3,151,596
Charitable organizations Fewer than 5 clients $1,493,906
Other corporations or businesses Fewer than 5 clients $16,477,364
Employees Share
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14
Employees
13
Investment analysts
93% of total employees
AUM per employee Share
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$1,429,107,025
Assets under management
$102,079,073
AUM per employee
$109,931,310
AUM per investment analyst
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Compensation

Bedel Financial Consulting Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Bedel Financial Consulting Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 105,653
SEC number 801-34764
Legal structure Corporation
Legal governance Indiana, United States
Latest ADV filing date May 15, 2020

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