Adviser Profile
| As of Date | 05/20/2019 |
| Registration status | Registration Changed to PRIVATE COUNSEL GROUP, LTD. |
| ADV Location | INDIANAPOLIS, IN, United States |
| AUM* | 40,621,863 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 35.14% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
41M
35M
29M
23M
17M
12M
6M
2018
2019
Private Funds
No private funds