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Bedel Financial Consulting Inc

● SEC registered since 1989CRD 105653SEC# 801-34764Indianapolis, IN
Export (members)
Reg. AUM
$2.47B
Employees
26
Accounts
5,083
Location
Indianapolis, IN

Bedel Financial Consulting Inc assets under management

Bedel Financial Consulting Inc is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 1989. It reports $2.5 billion in regulatory assets under management and employs 26 people.
www.facebook/com/bedelfinancialView on SEC.gov ↗

Bedel Financial Consulting Inc owners & executives

6 reported
NameTitleOwnershipSince
Cassi Michelle VanderpoolChief Operating OfficerUnder 5%2022
Elaine Ethel Kops-Bedel ControlCeoOver 75%1993
Evan Dennis BedelPresident25-50%2022
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Frequently asked questions

How much does Bedel Financial Consulting Inc manage?

Bedel Financial Consulting Inc reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Bedel Financial Consulting Inc have?

Bedel Financial Consulting Inc reports 26 employees.

Where is Bedel Financial Consulting Inc located?

Bedel Financial Consulting Inc is based in Indianapolis, IN and has been SEC-registered since 1989.

Does Bedel Financial Consulting Inc disclose fund performance?

Bedel Financial Consulting Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240
Phone317-843-1358
Fax317-574-5999
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1730511
Discloses disciplinary historyNo

Assets under management

Discretionary$2.47B
Non-discretionary$1.1M
Total (RAUM)$2.47B