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Bischoff Wealth Management Group, LLC

● SEC registered since 2015CRD 171652SEC# 801-106594Greenwood, IN
Export (members)
Reg. AUM
$196M
Employees
5
Accounts
713
Location
Greenwood, IN

Bischoff Wealth Management Group, LLC assets under management

Bischoff Wealth Management Group, LLC is an SEC-registered investment adviser based in Greenwood, IN. The firm has been registered since 2015. It reports $196 million in regulatory assets under management and employs 5 people.
bischoffwealth.comView on SEC.gov ↗

Bischoff Wealth Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Robert Bischoff ControlManaging Member And Chief Compliance OfficerOver 75%2015
Kendal Thomas Dunn ControlChief Operations OfficerUnder 5%2017

Frequently asked questions

How much does Bischoff Wealth Management Group, LLC manage?

Bischoff Wealth Management Group, LLC reports $196 million in regulatory assets under management on its Form ADV.

How many employees does Bischoff Wealth Management Group, LLC have?

Bischoff Wealth Management Group, LLC reports 5 employees.

Where is Bischoff Wealth Management Group, LLC located?

Bischoff Wealth Management Group, LLC is based in Greenwood, IN and has been SEC-registered since 2015.

Does Bischoff Wealth Management Group, LLC disclose fund performance?

Bischoff Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address107 North State Road 135, Suite 207, Greenwood, IN 46142
Phone(317) 851-9718
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196M
Non-discretionary$0
Total (RAUM)$196M