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
111 Monument Circle, Suite 500, Indianapolis, IN 46204
http://www.goelzerinc.com
By the Numbers
  • Total Assets Under Management
    3,159
    MILLION
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • 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
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
Showing 21 - 22 of 22 top financial advisors.
21
Umesh Nathani, financial advisor Indianapolis IN
Umesh S. Nathani
CRD#: 5834337
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Umesh Nathani (CRD# 5834337) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 11 years of experience in the finance industry.

22
Helena Ocampo, financial advisor Indianapolis IN
Helena Ocampo
CRD#: 7144281
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Helena Ocampo (CRD# 7144281) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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